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 | $53,530 | $106,749-49.9% | $145,433-63.2% | $82,448-35.1% |
| Participation rate | 92.9% | 75.6%+17.2pp | 82.1%+10.7pp | 68.1%+24.8pp |
| Annual return | 16.71% | 27.59%-10.9pp | 66.58%-49.9pp | 41.64%-24.9pp |
| Employer contribution / active EE | $4,665 | $3,444+35.4% | $4,554+2.4% | $2,551+82.9% |
| Participant deferral / active EE | $7,802 | $6,519+19.7% | $7,897-1.2% | $4,139+88.5% |
| Admin fee / account holder | $6,519 | $8,390-22.3% | $13,129-50.3% | $7,234-9.9% |