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 | $66,884 | $109,881-39.1% | $150,045-55.4% | $84,808-21.1% |
| Participation rate | 88.2% | 76.1%+12.1pp | 82.3%+5.9pp | 68.3%+19.9pp |
| Annual return | 43.78% | 28.25%+15.5pp | 62.55%-18.8pp | 40.90%+2.9pp |
| Employer contribution / active EE | $5,080 | $3,561+42.7% | $4,693+8.3% | $2,631+93.1% |
| Participant deferral / active EE | $9,795 | $6,636+47.6% | $7,997+22.5% | $4,212+132.6% |
| Admin fee / account holder | $5,917 | $8,568-30.9% | $13,435-56.0% | $7,344-19.4% |