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 | $37,262 | $93,571-60.2% | $135,903-72.6% | $75,163-50.4% |
| Participation rate | 78.8% | 75.2%+3.6pp | 81.9%-3.1pp | 67.2%+11.6pp |
| Annual return | 32.42% | 30.90%+1.5pp | 68.23%-35.8pp | 160.62%-128.2pp |
| Employer contribution / active EE | $2,018 | $3,537-42.9% | $4,856-58.4% | $2,670-24.4% |
| Participant deferral / active EE | $6,062 | $6,404-5.3% | $7,758-21.9% | $4,125+46.9% |
| Admin fee / account holder | $953 | $6,975-86.3% | $10,762-91.1% | $5,651-83.1% |