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 | $49,194 | $71,050-30.8% | $93,606-47.4% | $80,856-39.2% |
| Participation rate | 78.8% | 60.4%+18.4pp | 68.7%+10.1pp | 67.6%+11.1pp |
| Annual return | 11.61% | 11.26%+0.4pp | 133.20%-121.6pp | 35.59%-24.0pp |
| Employer contribution / active EE | $1,365 | $1,564-12.7% | $2,420-43.6% | $2,755-50.4% |
| Participant deferral / active EE | $4,392 | $4,034+8.9% | $4,411-0.4% | $4,296+2.2% |
| Admin fee / account holder | $6,648 | $6,945-4.3% | $8,285-19.8% | $6,918-3.9% |