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 3-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 | $35,559 | $95,803-62.9% | $113,168-68.6% | $84,808-58.1% |
| Participation rate | 76.9% | 72.9%+4.1pp | 76.6%+0.4pp | 68.3%+8.6pp |
| Annual return | 22.85% | 25.00%-2.2pp | 24.27%-1.4pp | 40.90%-18.0pp |
| Employer contribution / active EE | $6,290 | $2,360+166.5% | $2,975+111.4% | $2,631+139.1% |
| Participant deferral / active EE | $7,028 | $4,242+65.7% | $5,107+37.6% | $4,212+66.9% |
| Admin fee / account holder | $3,352 | $8,989-62.7% | $12,068-72.2% | $7,344-54.4% |