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 | $40,782 | $69,362-41.2% | $101,248-59.7% | $73,488-44.5% |
| Participation rate | 70.6% | 68.4%+2.3pp | 75.8%-5.2pp | 70.7%0pp |
| Annual return | 18.94% | 18.46%+0.5pp | 46.47%-27.5pp | 28.51%-9.6pp |
| Employer contribution / active EE | $2,400 | $2,628-8.7% | $3,660-34.4% | $2,270+5.7% |
| Participant deferral / active EE | $5,517 | $3,300+67.2% | $4,370+26.2% | $3,740+47.5% |
| Admin fee / account holder | $6,214 | $704+783.2% | $5,945+4.5% | $513+1111.1% |