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 | $42,125 | $109,413-61.5% | $156,263-73.0% | $84,808-50.3% |
| Participation rate | 82.8% | 72.7%+10.1pp | 78.9%+3.9pp | 68.3%+14.4pp |
| Annual return | 25.71% | 20.18%+5.5pp | 59.47%-33.8pp | 40.90%-15.2pp |
| Employer contribution / active EE | $4,153 | $2,907+42.9% | $4,333-4.1% | $2,631+57.9% |
| Participant deferral / active EE | $7,257 | $4,590+58.1% | $6,158+17.8% | $4,212+72.3% |
| Admin fee / account holder | $11,605 | $9,357+24.0% | $14,255-18.6% | $7,344+58.0% |