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 | $29,719 | $78,520-62.2% | $96,576-69.2% | $82,448-64.0% |
| Participation rate | 76.9% | 77.7%-0.8pp | 81.4%-4.5pp | 68.1%+8.9pp |
| Annual return | 21.25% | 41.30%-20.1pp | 38.47%-17.2pp | 41.64%-20.4pp |
| Employer contribution / active EE | $2,336 | $2,630-11.2% | $3,553-34.3% | $2,551-8.4% |
| Participant deferral / active EE | $4,108 | $6,754-39.2% | $7,956-48.4% | $4,139-0.7% |
| Admin fee / account holder | $5,135 | $13,455-61.8% | $11,381-54.9% | $7,234-29.0% |