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 | $46,841 | $93,571-49.9% | $135,903-65.5% | $75,163-37.7% |
| Participation rate | 94.1% | 75.2%+18.9pp | 81.9%+12.2pp | 67.2%+26.9pp |
| Annual return | 71.67% | 30.90%+40.8pp | 68.23%+3.4pp | 160.62%-88.9pp |
| Employer contribution / active EE | $3,202 | $3,537-9.5% | $4,856-34.1% | $2,670+19.9% |
| Participant deferral / active EE | $6,079 | $6,404-5.1% | $7,758-21.6% | $4,125+47.4% |
| Admin fee / account holder | $3,607 | $6,975-48.3% | $10,762-66.5% | $5,651-36.2% |