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 4-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 | $36,090 | $89,698-59.8% | $103,476-65.1% | $80,856-55.4% |
| Participation rate | 75.4% | 76.0%-0.5pp | 80.5%-5.1pp | 67.6%+7.8pp |
| Annual return | 42.58% | 22.78%+19.8pp | 23.90%+18.7pp | 35.59%+7.0pp |
| Employer contribution / active EE | $3,437 | $4,018-14.5% | $4,672-26.4% | $2,755+24.8% |
| Participant deferral / active EE | $6,145 | $5,456+12.6% | $6,623-7.2% | $4,296+43.1% |
| Admin fee / account holder | $652 | $6,768-90.4% | $9,413-93.1% | $6,918-90.6% |