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 6-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 | $66,332 | $92,985-28.7% | $153,485-56.8% | $80,856-18.0% |
| Participation rate | 73.8% | 69.0%+4.9pp | 77.1%-3.2pp | 67.6%+6.2pp |
| Annual return | 23.91% | 19.95%+4.0pp | 15.65%+8.3pp | 35.59%-11.7pp |
| Employer contribution / active EE | $3,948 | $3,507+12.6% | $5,039-21.6% | $2,755+43.3% |
| Participant deferral / active EE | $4,614 | $5,178-10.9% | $6,757-31.7% | $4,296+7.4% |
| Admin fee / account holder | $2,264 | $8,880-74.5% | $12,724-82.2% | $6,918-67.3% |