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 7-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 | $70,694 | $80,673-12.4% | $101,326-30.2% | $84,808-16.6% |
| Participation rate | 97.3% | 77.8%+19.5pp | 81.5%+15.8pp | 68.3%+29.0pp |
| Annual return | 38.93% | 38.95%0pp | 36.82%+2.1pp | 40.90%-2.0pp |
| Employer contribution / active EE | $6,847 | $2,698+153.8% | $3,665+86.8% | $2,631+160.2% |
| Participant deferral / active EE | $15,750 | $6,840+130.2% | $7,994+97.0% | $4,212+274.0% |
| Admin fee / account holder | $6,912 | $12,784-45.9% | $11,185-38.2% | $7,344-5.9% |