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 3-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 | $40,808 | $76,407-46.6% | $150,298-72.8% | $82,448-50.5% |
| Participation rate | 71.0% | 66.4%+4.6pp | 77.8%-6.7pp | 68.1%+2.9pp |
| Annual return | 33.88% | 39.99%-6.1pp | 62.79%-28.9pp | 41.64%-7.8pp |
| Employer contribution / active EE | $2,534 | $2,614-3.1% | $4,154-39.0% | $2,551-0.7% |
| Participant deferral / active EE | $4,769 | $3,214+48.4% | $5,453-12.5% | $4,139+15.2% |
| Admin fee / account holder | $351 | $6,352-94.5% | $14,116-97.5% | $7,234-95.1% |