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 7-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 | $84,650 | $86,929-2.6% | $102,423-17.4% | $80,856+4.7% |
| Participation rate | 86.2% | 72.4%+13.8pp | 76.5%+9.7pp | 67.6%+18.6pp |
| Annual return | 14.02% | 18.88%-4.9pp | 29.32%-15.3pp | 35.59%-21.6pp |
| Employer contribution / active EE | $5,564 | $2,369+134.8% | $3,023+84.0% | $2,755+102.0% |
| Participant deferral / active EE | $4,475 | $4,118+8.7% | $5,053-11.4% | $4,296+4.2% |
| Admin fee / account holder | $4,645 | $8,049-42.3% | $9,451-50.9% | $6,918-32.9% |