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 | $64,172 | $106,749-39.9% | $145,433-55.9% | $82,448-22.2% |
| Participation rate | 80.8% | 75.6%+5.2pp | 82.1%-1.3pp | 68.1%+12.8pp |
| Annual return | 19.33% | 27.59%-8.3pp | 66.58%-47.2pp | 41.64%-22.3pp |
| Employer contribution / active EE | $4,040 | $3,444+17.3% | $4,554-11.3% | $2,551+58.4% |
| Participant deferral / active EE | $8,058 | $6,519+23.6% | $7,897+2.0% | $4,139+94.7% |
| Admin fee / account holder | $3,991 | $8,390-52.4% | $13,129-69.6% | $7,234-44.8% |