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 | $71,331 | $108,825-34.5% | $156,181-54.3% | $82,448-13.5% |
| Participation rate | 71.2% | 72.4%-1.2pp | 78.8%-7.7pp | 68.1%+3.1pp |
| Annual return | 21.10% | 20.59%+0.5pp | 64.87%-43.8pp | 41.64%-20.5pp |
| Employer contribution / active EE | $5,555 | $2,870+93.6% | $4,294+29.4% | $2,551+117.8% |
| Participant deferral / active EE | $7,815 | $4,577+70.7% | $6,132+27.4% | $4,139+88.8% |
| Admin fee / account holder | $8,322 | $9,341-10.9% | $14,586-42.9% | $7,234+15.0% |