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 | $88,356 | $227,553-61.2% | $189,557-53.4% | $167,490-47.2% |
| Participation rate | 78.9% | 82.5%-3.5pp | 78.4%+0.5pp | 82.1%-3.2pp |
| Annual return | 14.67% | 78.40%-63.7pp | 64.17%-49.5pp | 478.56%-463.9pp |
| Employer contribution / active EE | $1,032 | $5,316-80.6% | $4,412-76.6% | $4,837-78.7% |
| Participant deferral / active EE | $2,395 | $7,002-65.8% | $6,174-61.2% | $6,341-62.2% |
| Admin fee / account holder | $3,008 | $11,878-74.7% | $9,807-69.3% | $12,309-75.6% |