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 | $45,304 | $77,503-41.5% | $100,391-54.9% | $80,856-44.0% |
| Participation rate | 80.0% | 76.9%+3.1pp | 81.5%-1.5pp | 67.6%+12.4pp |
| Annual return | 19.55% | 37.20%-17.6pp | 49.20%-29.7pp | 35.59%-16.0pp |
| Employer contribution / active EE | $3,008 | $2,801+7.4% | $3,942-23.7% | $2,755+9.2% |
| Participant deferral / active EE | $7,586 | $6,820+11.2% | $8,082-6.1% | $4,296+76.6% |
| Admin fee / account holder | $9,242 | $5,897+56.7% | $7,899+17.0% | $6,918+33.6% |