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 9-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 | $76,837 | $77,899-1.4% | $149,673-48.7% | $75,163+2.2% |
| Participation rate | 76.9% | 65.6%+11.3pp | 78.8%-1.8pp | 67.2%+9.7pp |
| Annual return | 18.75% | 31.72%-13.0pp | 134.42%-115.7pp | 160.62%-141.9pp |
| Employer contribution / active EE | $1,551 | $3,137-50.6% | $4,818-67.8% | $2,670-41.9% |
| Participant deferral / active EE | $4,597 | $3,411+34.8% | $5,680-19.1% | $4,125+11.4% |
| Admin fee / account holder | $4,563 | $5,956-23.4% | $13,210-65.5% | $5,651-19.3% |