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 | $45,420 | $62,573-27.4% | $85,682-47.0% | $85,850-47.1% |
| Participation rate | 93.8% | 61.1%+32.6pp | 69.9%+23.9pp | 69.3%+24.4pp |
| Annual return | 18.86% | 23.77%-4.9pp | 21.49%-2.6pp | 318.53%-299.7pp |
| Employer contribution / active EE | $2,604 | $1,757+48.2% | $2,618-0.6% | $2,565+1.5% |
| Participant deferral / active EE | $5,243 | $2,802+87.1% | $3,923+33.7% | $3,952+32.7% |
| Admin fee / account holder | $3,934 | $4,640-15.2% | $6,873-42.8% | $6,260-37.1% |