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 7-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 | $48,504 | $172,111-71.8% | $150,298-67.7% | $137,256-64.7% |
| Participation rate | 90.9% | 81.7%+9.2pp | 77.8%+13.1pp | 80.0%+10.9pp |
| Annual return | 16.91% | 69.37%-52.5pp | 62.79%-45.9pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,295 | $4,636-72.1% | $4,154-68.8% | $4,156-68.8% |
| Participant deferral / active EE | $6,530 | $6,166+5.9% | $5,453+19.8% | $6,407+1.9% |
| Admin fee / account holder | $803 | $16,471-95.1% | $14,116-94.3% | $12,270-93.5% |