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 | $88,260 | $80,673+9.4% | $101,326-12.9% | $84,808+4.1% |
| Participation rate | 82.9% | 77.8%+5.1pp | 81.5%+1.4pp | 68.3%+14.5pp |
| Annual return | 16.05% | 38.95%-22.9pp | 36.82%-20.8pp | 40.90%-24.8pp |
| Employer contribution / active EE | $5,172 | $2,698+91.7% | $3,665+41.1% | $2,631+96.6% |
| Participant deferral / active EE | $7,488 | $6,840+9.5% | $7,994-6.3% | $4,212+77.8% |
| Admin fee / account holder | $16,742 | $12,784+31.0% | $11,185+49.7% | $7,344+128.0% |