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 8-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 | $55,775 | $140,588-60.3% | $123,104-54.7% | $125,391-55.5% |
| Participation rate | 90.0% | 88.2%+1.8pp | 86.8%+3.2pp | 83.2%+6.8pp |
| Annual return | 2.51% | 16.80%-14.3pp | 13.22%-10.7pp | 282.22%-279.7pp |
| Employer contribution / active EE | $3,496 | $6,041-42.1% | $5,151-32.1% | $4,866-28.1% |
| Participant deferral / active EE | $10,172 | $6,980+45.7% | $6,230+63.3% | $5,352+90.1% |
| Admin fee / account holder | $465 | $11,198-95.8% | $9,015-94.8% | $9,540-95.1% |