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 7-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 | $38,660 | $74,927-48.4% | $101,794-62.0% | $84,808-54.4% |
| Participation rate | 84.8% | 61.4%+23.4pp | 69.2%+15.7pp | 68.3%+16.5pp |
| Annual return | 21.93% | 18.70%+3.2pp | 30.53%-8.6pp | 40.90%-19.0pp |
| Employer contribution / active EE | $1,779 | $1,522+16.9% | $2,289-22.3% | $2,631-32.4% |
| Participant deferral / active EE | $4,392 | $3,099+41.7% | $4,084+7.5% | $4,212+4.3% |
| Admin fee / account holder | $671 | $6,514-89.7% | $8,777-92.4% | $7,344-90.9% |