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 6-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 | $26,835 | $67,894-60.5% | $89,340-70.0% | $82,448-67.5% |
| Participation rate | 74.1% | 64.0%+10.0pp | 69.6%+4.5pp | 68.1%+6.0pp |
| Annual return | 20.85% | 19.21%+1.6pp | 20.57%+0.3pp | 41.64%-20.8pp |
| Employer contribution / active EE | $1,687 | $1,828-7.7% | $2,231-24.4% | $2,551-33.8% |
| Participant deferral / active EE | $3,428 | $3,072+11.6% | $3,823-10.3% | $4,139-17.2% |
| Admin fee / account holder | $1,390 | $5,723-75.7% | $6,704-79.3% | $7,234-80.8% |