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 | $57,095 | $106,584-46.4% | $101,326-43.7% | $142,382-59.9% |
| Participation rate | 80.0% | 82.7%-2.7pp | 81.5%-1.5pp | 80.1%-0.1pp |
| Annual return | 19.64% | 36.93%-17.3pp | 36.82%-17.2pp | 217.08%-197.4pp |
| Employer contribution / active EE | $3,649 | $3,956-7.8% | $3,665-0.5% | $4,299-15.1% |
| Participant deferral / active EE | $6,390 | $8,297-23.0% | $7,994-20.1% | $6,507-1.8% |
| Admin fee / account holder | $1,163 | $11,446-89.8% | $11,185-89.6% | $12,624-90.8% |