See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,672 | $177,572-66.4% | $154,803-61.5% | $142,382-58.1% |
| Participation rate | 81.3% | 82.1%-0.8pp | 78.1%+3.2pp | 80.1%+1.1pp |
| Annual return | 87.99% | 65.07%+22.9pp | 58.88%+29.1pp | 217.08%-129.1pp |
| Employer contribution / active EE | $1,883 | $4,810-60.9% | $4,305-56.3% | $4,299-56.2% |
| Participant deferral / active EE | $5,548 | $6,272-11.5% | $5,540+0.1% | $6,507-14.7% |
| Admin fee / account holder | $325 | $16,786-98.1% | $14,329-97.7% | $12,624-97.4% |