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 | $68,166 | $125,758-45.8% | $169,993-59.9% | $75,163-9.3% |
| Participation rate | 92.5% | 83.6%+8.9pp | 87.0%+5.5pp | 67.2%+25.3pp |
| Annual return | 25.35% | 27.20%-1.8pp | 53.37%-28.0pp | 160.62%-135.3pp |
| Employer contribution / active EE | $3,224 | $4,615-30.1% | $6,785-52.5% | $2,670+20.7% |
| Participant deferral / active EE | $8,653 | $6,837+26.6% | $10,408-16.9% | $4,125+109.8% |
| Admin fee / account holder | $887 | $8,173-89.1% | $12,815-93.1% | $5,651-84.3% |