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 | $70,664 | $49,227+43.5% | $70,449+0.3% | $79,858-11.5% |
| Participation rate | 98.3% | 69.2%+29.2pp | 75.1%+23.3pp | 69.6%+28.7pp |
| Annual return | 21.19% | 30.06%-8.9pp | 109.03%-87.8pp | 31.71%-10.5pp |
| Employer contribution / active EE | $3,110 | $2,099+48.2% | $2,737+13.6% | $2,471+25.9% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $3,709-100.0% | $3,740-100.0% |
| Admin fee / account holder | $581 | $2,878-79.8% | $3,845-84.9% | $5,306-89.0% |