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 | $50,865 | $81,460-37.6% | $103,333-50.8% | $80,856-37.1% |
| Participation rate | 95.5% | 66.8%+28.7pp | 74.5%+21.0pp | 67.6%+27.9pp |
| Annual return | 13.17% | 25.55%-12.4pp | 24.88%-11.7pp | 35.59%-22.4pp |
| Employer contribution / active EE | $16,982 | $3,105+446.9% | $3,868+339.1% | $2,755+516.4% |
| Participant deferral / active EE | $2,853 | $3,869-26.2% | $5,057-43.6% | $4,296-33.6% |
| Admin fee / account holder | $3,419 | $6,566-47.9% | $8,355-59.1% | $6,918-50.6% |