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 10-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 | $63,726 | $64,121-0.6% | $78,805-19.1% | $116,875-45.5% |
| Participation rate | 83.3% | 71.0%+12.4pp | 73.6%+9.8pp | 74.5%+8.8pp |
| Annual return | 16.50% | 16.32%+0.2pp | -2.71%+19.2pp | 16.29%+0.2pp |
| Employer contribution / active EE | $4,694 | $2,257+108.0% | $4,059+15.7% | $3,288+42.8% |
| Participant deferral / active EE | $2,919 | $2,757+5.9% | $3,584-18.6% | $3,885-24.9% |
| Admin fee / account holder | $5,384 | $5,745-6.3% | $5,677-5.1% | $12,263-56.1% |