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 | $69,773 | $104,974-33.5% | $95,585-27.0% | $142,382-51.0% |
| Participation rate | 75.0% | 75.0%0pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 17.50% | 210.33%-192.8pp | 38.56%-21.1pp | 217.08%-199.6pp |
| Employer contribution / active EE | $2,212 | $2,779-20.4% | $2,527-12.4% | $4,299-48.5% |
| Participant deferral / active EE | $7,720 | $4,352+77.4% | $4,023+91.9% | $6,507+18.6% |
| Admin fee / account holder | $451 | $6,386-92.9% | $6,127-92.6% | $12,624-96.4% |