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 | $72,949 | $80,673-9.6% | $101,326-28.0% | $84,808-14.0% |
| Participation rate | 83.3% | 77.8%+5.6pp | 81.5%+1.8pp | 68.3%+15.0pp |
| Annual return | 21.21% | 38.95%-17.7pp | 36.82%-15.6pp | 40.90%-19.7pp |
| Employer contribution / active EE | $3,035 | $2,698+12.5% | $3,665-17.2% | $2,631+15.3% |
| Participant deferral / active EE | $7,392 | $6,840+8.1% | $7,994-7.5% | $4,212+75.5% |
| Admin fee / account holder | $478 | $12,784-96.3% | $11,185-95.7% | $7,344-93.5% |