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 | $68,574 | $83,477-17.9% | $125,175-45.2% | $72,985-6.0% |
| Participation rate | 72.4% | 73.3%-0.9pp | 79.8%-7.4pp | 69.5%+2.9pp |
| Annual return | 21.65% | 25.78%-4.1pp | 43.79%-22.1pp | 81.00%-59.4pp |
| Employer contribution / active EE | $2,176 | $2,345-7.2% | $3,865-43.7% | $2,440-10.8% |
| Participant deferral / active EE | $4,040 | $3,585+12.7% | $4,937-18.2% | $3,607+12.0% |
| Admin fee / account holder | $3,266 | $5,517-40.8% | $9,702-66.3% | $5,124-36.3% |