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 | $54,773 | $58,851-6.9% | $115,157-52.4% | $72,985-25.0% |
| Participation rate | 97.6% | 65.5%+32.1pp | 75.9%+21.7pp | 69.5%+28.1pp |
| Annual return | 24.75% | 23.16%+1.6pp | 35.60%-10.8pp | 81.00%-56.3pp |
| Employer contribution / active EE | $1,921 | $1,798+6.9% | $3,179-39.6% | $2,440-21.3% |
| Participant deferral / active EE | $3,458 | $2,643+30.9% | $4,168-17.0% | $3,607-4.1% |
| Admin fee / account holder | $362 | $6,370-94.3% | $7,088-94.9% | $5,124-92.9% |