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 | $45,617 | $74,927-39.1% | $101,794-55.2% | $84,808-46.2% |
| Participation rate | 89.3% | 61.4%+27.9pp | 69.2%+20.1pp | 68.3%+21.0pp |
| Annual return | 17.67% | 18.70%-1.0pp | 30.53%-12.9pp | 40.90%-23.2pp |
| Employer contribution / active EE | $1,157 | $1,522-24.0% | $2,289-49.5% | $2,631-56.0% |
| Participant deferral / active EE | $6,708 | $3,099+116.5% | $4,084+64.3% | $4,212+59.3% |
| Admin fee / account holder | $1,851 | $6,514-71.6% | $8,777-78.9% | $7,344-74.8% |