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 4-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 | $57,993 | $49,915+16.2% | $154,803-62.5% | $74,304-22.0% |
| Participation rate | 78.6% | 54.0%+24.6pp | 78.1%+0.5pp | 60.3%+18.2pp |
| Annual return | 35.98% | 34.06%+1.9pp | 58.88%-22.9pp | 29.43%+6.5pp |
| Employer contribution / active EE | $2,777 | $1,611+72.3% | $4,305-35.5% | $2,241+23.9% |
| Participant deferral / active EE | $8,330 | $2,255+269.4% | $5,540+50.3% | $3,767+121.1% |
| Admin fee / account holder | $4,840 | $2,189+121.1% | $14,329-66.2% | $2,969+63.0% |