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 | $55,281 | $106,749-48.2% | $145,433-62.0% | $82,448-33.0% |
| Participation rate | 82.8% | 75.6%+7.1pp | 82.1%+0.6pp | 68.1%+14.7pp |
| Annual return | 16.80% | 27.59%-10.8pp | 66.58%-49.8pp | 41.64%-24.8pp |
| Employer contribution / active EE | $1,919 | $3,444-44.3% | $4,554-57.9% | $2,551-24.8% |
| Participant deferral / active EE | $4,586 | $6,519-29.6% | $7,897-41.9% | $4,139+10.8% |
| Admin fee / account holder | $6,328 | $8,390-24.6% | $13,129-51.8% | $7,234-12.5% |