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 | $47,741 | $95,803-50.2% | $113,168-57.8% | $84,808-43.7% |
| Participation rate | 90.0% | 72.9%+17.1pp | 76.6%+13.4pp | 68.3%+21.7pp |
| Annual return | 25.24% | 25.00%+0.2pp | 24.27%+1.0pp | 40.90%-15.7pp |
| Employer contribution / active EE | $5,681 | $2,360+140.7% | $2,975+91.0% | $2,631+115.9% |
| Participant deferral / active EE | $14,465 | $4,242+241.0% | $5,107+183.2% | $4,212+243.5% |
| Admin fee / account holder | $3,731 | $8,989-58.5% | $12,068-69.1% | $7,344-49.2% |