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 | $77,287 | $95,803-19.3% | $113,168-31.7% | $84,808-8.9% |
| Participation rate | 98.6% | 72.9%+25.7pp | 76.6%+22.0pp | 68.3%+30.3pp |
| Annual return | 17.77% | 25.00%-7.2pp | 24.27%-6.5pp | 40.90%-23.1pp |
| Employer contribution / active EE | $7,746 | $2,360+228.2% | $2,975+160.4% | $2,631+194.4% |
| Participant deferral / active EE | $4,397 | $4,242+3.6% | $5,107-13.9% | $4,212+4.4% |
| Admin fee / account holder | $1,362 | $8,989-84.8% | $12,068-88.7% | $7,344-81.4% |