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 | $36,535 | $55,706-34.4% | $75,886-51.9% | $72,985-49.9% |
| Participation rate | 95.2% | 61.1%+34.1pp | 69.3%+26.0pp | 69.5%+25.8pp |
| Annual return | 19.71% | 27.59%-7.9pp | 30.76%-11.0pp | 81.00%-61.3pp |
| Employer contribution / active EE | $898 | $1,687-46.8% | $2,500-64.1% | $2,440-63.2% |
| Participant deferral / active EE | $1,944 | $2,634-26.2% | $3,603-46.0% | $3,607-46.1% |
| Admin fee / account holder | $1,938 | $3,978-51.3% | $5,418-64.2% | $5,124-62.2% |