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 | $25,790 | $98,750-73.9% | $149,696-82.8% | $79,858-67.7% |
| Participation rate | 75.8% | 75.8%0pp | 82.5%-6.7pp | 69.6%+6.1pp |
| Annual return | 25.64% | 27.43%-1.8pp | 276.60%-251.0pp | 31.71%-6.1pp |
| Employer contribution / active EE | $3,277 | $3,216+1.9% | $4,644-29.4% | $2,471+32.6% |
| Participant deferral / active EE | $6,549 | $5,680+15.3% | $6,842-4.3% | $3,740+75.1% |
| Admin fee / account holder | $590 | $6,053-90.3% | $9,309-93.7% | $5,306-88.9% |