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 | $55,742 | $167,484-66.7% | $151,611-63.2% | $134,475-58.5% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.5%+2.5pp | 81.2%+8.8pp |
| Annual return | 4.53% | 7.80%-3.3pp | 3.33%+1.2pp | 417.96%-413.4pp |
| Employer contribution / active EE | $4,608 | $6,829-32.5% | $6,166-25.3% | $4,740-2.8% |
| Participant deferral / active EE | $7,857 | $8,986-12.6% | $8,363-6.1% | $6,400+22.8% |
| Admin fee / account holder | $6,776 | $13,783-50.8% | $11,616-41.7% | $11,426-40.7% |