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 9-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 | $94,298 | $109,413-13.8% | $156,263-39.7% | $84,808+11.2% |
| Participation rate | 83.1% | 72.7%+10.4pp | 78.9%+4.1pp | 68.3%+14.7pp |
| Annual return | 15.56% | 20.18%-4.6pp | 59.47%-43.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $3,288 | $2,907+13.1% | $4,333-24.1% | $2,631+25.0% |
| Participant deferral / active EE | $6,426 | $4,590+40.0% | $6,158+4.3% | $4,212+52.6% |
| Admin fee / account holder | $4,750 | $9,357-49.2% | $14,255-66.7% | $7,344-35.3% |