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 | $69,900 | $59,839+16.8% | $81,983-14.7% | $79,858-12.5% |
| Participation rate | 96.7% | 61.6%+35.0pp | 69.2%+27.4pp | 69.6%+27.0pp |
| Annual return | 11.72% | 17.56%-5.8pp | 41.31%-29.6pp | 31.71%-20.0pp |
| Employer contribution / active EE | $1,362 | $1,713-20.5% | $2,498-45.5% | $2,471-44.9% |
| Participant deferral / active EE | $4,879 | $2,695+81.0% | $3,722+31.1% | $3,740+30.4% |
| Admin fee / account holder | $10,591 | $4,287+147.0% | $5,664+87.0% | $5,306+99.6% |