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 9-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 | $71,552 | $81,460-12.2% | $103,333-30.8% | $80,856-11.5% |
| Participation rate | 96.4% | 66.8%+29.5pp | 74.5%+21.9pp | 67.6%+28.7pp |
| Annual return | 12.20% | 25.55%-13.3pp | 24.88%-12.7pp | 35.59%-23.4pp |
| Employer contribution / active EE | $3,043 | $3,105-2.0% | $3,868-21.3% | $2,755+10.5% |
| Participant deferral / active EE | $8,473 | $3,869+119.0% | $5,057+67.5% | $4,296+97.3% |
| Admin fee / account holder | $1,005 | $6,566-84.7% | $8,355-88.0% | $6,918-85.5% |