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 | $119,898 | $201,259-40.4% | $184,200-34.9% | $145,959-17.9% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 21.16% | 28.98%-7.8pp | 28.80%-7.6pp | 561.95%-540.8pp |
| Employer contribution / active EE | $2,081 | $7,018-70.3% | $6,424-67.6% | $4,661-55.3% |
| Participant deferral / active EE | $6,915 | $9,806-29.5% | $9,132-24.3% | $6,689+3.4% |
| Admin fee / account holder | $5,719 | $16,372-65.1% | $13,907-58.9% | $13,398-57.3% |