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 | $45,746 | $109,881-58.4% | $150,045-69.5% | $84,808-46.1% |
| Participation rate | 98.8% | 76.1%+22.7pp | 82.3%+16.5pp | 68.3%+30.5pp |
| Annual return | 21.84% | 28.25%-6.4pp | 62.55%-40.7pp | 40.90%-19.1pp |
| Employer contribution / active EE | $3,115 | $3,561-12.5% | $4,693-33.6% | $2,631+18.4% |
| Participant deferral / active EE | $8,033 | $6,636+21.1% | $7,997+0.5% | $4,212+90.7% |
| Admin fee / account holder | $3,237 | $8,568-62.2% | $13,435-75.9% | $7,344-55.9% |