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 3-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 | $61,280 | $72,071-15.0% | $68,368-10.4% | $137,256-55.4% |
| Participation rate | 81.8% | 76.2%+5.6pp | 73.8%+8.1pp | 80.0%+1.9pp |
| Annual return | 13.92% | 353.14%-339.2pp | 292.57%-278.7pp | 220.34%-206.4pp |
| Employer contribution / active EE | $2,218 | $2,788-20.4% | $2,649-16.3% | $4,156-46.6% |
| Participant deferral / active EE | $7,386 | $4,410+67.5% | $4,123+79.1% | $6,407+15.3% |
| Admin fee / account holder | $3,134 | $5,336-41.3% | $5,150-39.1% | $12,270-74.5% |