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 7-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 | $40,085 | $91,552-56.2% | $133,956-70.1% | $79,858-49.8% |
| Participation rate | 94.7% | 73.3%+21.4pp | 79.8%+14.9pp | 69.6%+25.1pp |
| Annual return | 25.37% | 61.85%-36.5pp | 45.09%-19.7pp | 31.71%-6.3pp |
| Employer contribution / active EE | $3,879 | $2,384+62.7% | $3,919-1.0% | $2,471+57.0% |
| Participant deferral / active EE | $12,852 | $3,733+244.2% | $5,048+154.6% | $3,740+243.6% |
| Admin fee / account holder | $6,667 | $6,321+5.5% | $8,927-25.3% | $5,306+25.6% |