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 5-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 | $70,506 | $95,803-26.4% | $113,168-37.7% | $84,808-16.9% |
| Participation rate | 92.1% | 72.9%+19.2pp | 76.6%+15.5pp | 68.3%+23.8pp |
| Annual return | 20.91% | 25.00%-4.1pp | 24.27%-3.4pp | 40.90%-20.0pp |
| Employer contribution / active EE | $4,673 | $2,360+98.0% | $2,975+57.1% | $2,631+77.6% |
| Participant deferral / active EE | $11,079 | $4,242+161.2% | $5,107+116.9% | $4,212+163.1% |
| Admin fee / account holder | $1,335 | $8,989-85.1% | $12,068-88.9% | $7,344-81.8% |