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 | $77,618 | $101,724-23.7% | $164,813-52.9% | $80,856-4.0% |
| Participation rate | 81.3% | 71.8%+9.5pp | 78.6%+2.7pp | 67.6%+13.7pp |
| Annual return | 11.91% | 16.72%-4.8pp | 69.93%-58.0pp | 35.59%-23.7pp |
| Employer contribution / active EE | $2,038 | $2,953-31.0% | $4,341-53.1% | $2,755-26.0% |
| Participant deferral / active EE | $4,273 | $4,477-4.6% | $6,031-29.2% | $4,296-0.5% |
| Admin fee / account holder | $2,374 | $8,227-71.2% | $12,690-81.3% | $6,918-65.7% |