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 | $61,438 | $109,881-44.1% | $150,045-59.1% | $84,808-27.6% |
| Participation rate | 92.5% | 76.1%+16.4pp | 82.3%+10.2pp | 68.3%+24.2pp |
| Annual return | 25.79% | 28.25%-2.5pp | 62.55%-36.8pp | 40.90%-15.1pp |
| Employer contribution / active EE | $2,706 | $3,561-24.0% | $4,693-42.4% | $2,631+2.8% |
| Participant deferral / active EE | $8,812 | $6,636+32.8% | $7,997+10.2% | $4,212+109.2% |
| Admin fee / account holder | $2,319 | $8,568-72.9% | $13,435-82.7% | $7,344-68.4% |