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 | $42,362 | $124,425-66.0% | $112,040-62.2% | $137,256-69.1% |
| Participation rate | 82.4% | 79.3%+3.0pp | 76.5%+5.9pp | 80.0%+2.4pp |
| Annual return | 19.28% | 24.72%-5.4pp | 24.52%-5.2pp | 220.34%-201.1pp |
| Employer contribution / active EE | $2,434 | $3,411-28.7% | $2,954-17.6% | $4,156-41.4% |
| Participant deferral / active EE | $4,407 | $5,718-22.9% | $5,098-13.6% | $6,407-31.2% |
| Admin fee / account holder | $1,387 | $15,207-90.9% | $12,098-88.5% | $12,270-88.7% |