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 | $74,830 | $95,803-21.9% | $113,168-33.9% | $84,808-11.8% |
| Participation rate | 86.5% | 72.9%+13.6pp | 76.6%+9.9pp | 68.3%+18.2pp |
| Annual return | 42.66% | 25.00%+17.7pp | 24.27%+18.4pp | 40.90%+1.8pp |
| Employer contribution / active EE | $4,516 | $2,360+91.4% | $2,975+51.8% | $2,631+71.6% |
| Participant deferral / active EE | $12,548 | $4,242+195.8% | $5,107+145.7% | $4,212+197.9% |
| Admin fee / account holder | $7,500 | $8,989-16.6% | $12,068-37.9% | $7,344+2.1% |