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 | $74,814 | $76,407-2.1% | $150,298-50.2% | $82,448-9.3% |
| Participation rate | 71.0% | 66.4%+4.6pp | 77.8%-6.8pp | 68.1%+2.9pp |
| Annual return | 17.29% | 39.99%-22.7pp | 62.79%-45.5pp | 41.64%-24.3pp |
| Employer contribution / active EE | $1,347 | $2,614-48.5% | $4,154-67.6% | $2,551-47.2% |
| Participant deferral / active EE | $3,149 | $3,214-2.0% | $5,453-42.2% | $4,139-23.9% |
| Admin fee / account holder | $2,031 | $6,352-68.0% | $14,116-85.6% | $7,234-71.9% |