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 | $41,712 | $106,584-60.9% | $101,326-58.8% | $142,382-70.7% |
| Participation rate | 85.7% | 82.7%+3.0pp | 81.5%+4.2pp | 80.1%+5.6pp |
| Annual return | 22.18% | 36.93%-14.7pp | 36.82%-14.6pp | 217.08%-194.9pp |
| Employer contribution / active EE | $3,691 | $3,956-6.7% | $3,665+0.7% | $4,299-14.2% |
| Participant deferral / active EE | $6,419 | $8,297-22.6% | $7,994-19.7% | $6,507-1.4% |
| Admin fee / account holder | $412 | $11,446-96.4% | $11,185-96.3% | $12,624-96.7% |