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 8-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 | $93,527 | $72,492+29.0% | $87,100+7.4% | $72,985+28.1% |
| Participation rate | 91.8% | 72.8%+19.0pp | 76.9%+15.0pp | 69.5%+22.4pp |
| Annual return | 27.03% | 24.46%+2.6pp | 28.19%-1.2pp | 81.00%-54.0pp |
| Employer contribution / active EE | $3,156 | $1,894+66.6% | $2,521+25.2% | $2,440+29.3% |
| Participant deferral / active EE | $6,538 | $3,270+100.0% | $4,049+61.5% | $3,607+81.3% |
| Admin fee / account holder | $6,716 | $5,055+32.9% | $7,497-10.4% | $5,124+31.1% |