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 | $69,220 | $209,336-66.9% | $197,124-64.9% | $137,256-49.6% |
| Participation rate | 87.5% | 87.3%+0.2pp | 86.7%+0.8pp | 80.0%+7.5pp |
| Annual return | 18.61% | 48.09%-29.5pp | 44.34%-25.7pp | 220.34%-201.7pp |
| Employer contribution / active EE | $4,912 | $6,591-25.5% | $6,227-21.1% | $4,156+18.2% |
| Participant deferral / active EE | $7,040 | $9,614-26.8% | $9,135-22.9% | $6,407+9.9% |
| Admin fee / account holder | $1,122 | $17,308-93.5% | $16,298-93.1% | $12,270-90.9% |