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 6-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 | $29,965 | $77,503-61.3% | $100,391-70.2% | $80,856-62.9% |
| Participation rate | 97.1% | 76.9%+20.2pp | 81.5%+15.7pp | 67.6%+29.5pp |
| Annual return | 19.63% | 37.20%-17.6pp | 49.20%-29.6pp | 35.59%-16.0pp |
| Employer contribution / active EE | $2,055 | $2,801-26.6% | $3,942-47.9% | $2,755-25.4% |
| Participant deferral / active EE | $5,070 | $6,820-25.7% | $8,082-37.3% | $4,296+18.0% |
| Admin fee / account holder | $1,208 | $5,897-79.5% | $7,899-84.7% | $6,918-82.5% |