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 6-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 | $35,856 | $154,117-76.7% | $129,995-72.4% | $139,434-74.3% |
| Participation rate | 84.6% | 82.0%+2.7pp | 78.5%+6.1pp | 80.3%+4.3pp |
| Annual return | 18.59% | 32.48%-13.9pp | -137.18%+155.8pp | 372.94%-354.4pp |
| Employer contribution / active EE | $1,778 | $5,289-66.4% | $4,320-58.8% | $4,751-62.6% |
| Participant deferral / active EE | $7,350 | $6,710+9.5% | $5,820+26.3% | $6,710+9.5% |
| Admin fee / account holder | $1,818 | $14,007-87.0% | $10,614-82.9% | $11,403-84.1% |