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 | $64,281 | $99,633-35.5% | $183,328-64.9% | $82,448-22.0% |
| Participation rate | 98.0% | 70.8%+27.3pp | 77.3%+20.7pp | 68.1%+30.0pp |
| Annual return | 21.79% | 17.84%+3.9pp | 29.67%-7.9pp | 41.64%-19.9pp |
| Employer contribution / active EE | $8,664 | $3,256+166.1% | $5,055+71.4% | $2,551+239.6% |
| Participant deferral / active EE | $11,665 | $4,938+136.2% | $6,795+71.7% | $4,139+181.8% |
| Admin fee / account holder | $2,983 | $9,934-70.0% | $21,427-86.1% | $7,234-58.8% |