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 | $46,410 | $87,013-46.7% | $106,213-56.3% | $80,856-42.6% |
| Participation rate | 83.7% | 70.4%+13.3pp | 75.3%+8.4pp | 67.6%+16.1pp |
| Annual return | 14.17% | 17.05%-2.9pp | 116.14%-102.0pp | 35.59%-21.4pp |
| Employer contribution / active EE | $2,723 | $2,395+13.7% | $3,171-14.1% | $2,755-1.2% |
| Participant deferral / active EE | $5,970 | $3,986+49.8% | $5,016+19.0% | $4,296+39.0% |
| Admin fee / account holder | $6,936 | $8,431-17.7% | $11,033-37.1% | $6,918+0.3% |