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 | $45,463 | $127,065-64.2% | $113,168-59.8% | $142,382-68.1% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 35.41% | 24.03%+11.4pp | 24.27%+11.1pp | 217.08%-181.7pp |
| Employer contribution / active EE | $1,311 | $3,442-61.9% | $2,975-55.9% | $4,299-69.5% |
| Participant deferral / active EE | $1,871 | $5,716-67.3% | $5,107-63.4% | $6,507-71.2% |
| Admin fee / account holder | $11,612 | $15,736-26.2% | $12,068-3.8% | $12,624-8.0% |