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 | $41,858 | $78,926-47.0% | $136,749-69.4% | $84,808-50.6% |
| Participation rate | 76.0% | 62.2%+13.8pp | 72.1%+3.9pp | 68.3%+7.7pp |
| Annual return | 15.61% | 18.17%-2.6pp | 24.33%-8.7pp | 40.90%-25.3pp |
| Employer contribution / active EE | $2,095 | $2,134-1.8% | $3,400-38.4% | $2,631-20.4% |
| Participant deferral / active EE | $4,703 | $3,168+48.4% | $4,692+0.2% | $4,212+11.7% |
| Admin fee / account holder | $1,429 | $6,369-77.6% | $11,386-87.5% | $7,344-80.5% |