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 9-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 | $83,632 | $178,174-53.1% | $156,181-46.5% | $137,256-39.1% |
| Participation rate | 82.6% | 82.0%+0.6pp | 78.8%+3.8pp | 80.0%+2.6pp |
| Annual return | 18.14% | 84.19%-66.0pp | 64.87%-46.7pp | 220.34%-202.2pp |
| Employer contribution / active EE | $3,308 | $4,972-33.5% | $4,294-23.0% | $4,156-20.4% |
| Participant deferral / active EE | $7,133 | $6,888+3.6% | $6,132+16.3% | $6,407+11.3% |
| Admin fee / account holder | $1,391 | $17,404-92.0% | $14,586-90.5% | $12,270-88.7% |