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 | $53,890 | $81,460-33.8% | $103,333-47.8% | $80,856-33.4% |
| Participation rate | 81.6% | 66.8%+14.7pp | 74.5%+7.1pp | 67.6%+13.9pp |
| Annual return | 11.77% | 25.55%-13.8pp | 24.88%-13.1pp | 35.59%-23.8pp |
| Employer contribution / active EE | $7,081 | $3,105+128.0% | $3,868+83.1% | $2,755+157.0% |
| Participant deferral / active EE | $5,301 | $3,869+37.0% | $5,057+4.8% | $4,296+23.4% |
| Admin fee / account holder | $1,893 | $6,566-71.2% | $8,355-77.3% | $6,918-72.6% |