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 5-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 | $66,053 | $80,717-18.2% | $154,803-57.3% | $84,808-22.1% |
| Participation rate | 77.8% | 66.8%+11.0pp | 78.1%-0.3pp | 68.3%+9.5pp |
| Annual return | 17.86% | 37.96%-20.1pp | 58.88%-41.0pp | 40.90%-23.0pp |
| Employer contribution / active EE | $2,976 | $2,761+7.8% | $4,305-30.9% | $2,631+13.1% |
| Participant deferral / active EE | $6,395 | $3,303+93.6% | $5,540+15.4% | $4,212+51.8% |
| Admin fee / account holder | $5,268 | $6,746-21.9% | $14,329-63.2% | $7,344-28.3% |