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 4-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 | $25,603 | $80,673-68.3% | $101,326-74.7% | $84,808-69.8% |
| Participation rate | 88.2% | 77.8%+10.5pp | 81.5%+6.7pp | 68.3%+19.9pp |
| Annual return | 36.91% | 38.95%-2.0pp | 36.82%+0.1pp | 40.90%-4.0pp |
| Employer contribution / active EE | $4,830 | $2,698+79.1% | $3,665+31.8% | $2,631+83.6% |
| Participant deferral / active EE | $8,032 | $6,840+17.4% | $7,994+0.5% | $4,212+90.7% |
| Admin fee / account holder | $3,516 | $12,784-72.5% | $11,185-68.6% | $7,344-52.1% |