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 | $60,673 | $93,571-35.2% | $135,903-55.4% | $75,163-19.3% |
| Participation rate | 91.7% | 75.2%+16.5pp | 81.9%+9.8pp | 67.2%+24.5pp |
| Annual return | 21.06% | 30.90%-9.8pp | 68.23%-47.2pp | 160.62%-139.6pp |
| Employer contribution / active EE | $4,798 | $3,537+35.7% | $4,856-1.2% | $2,670+79.7% |
| Participant deferral / active EE | $9,443 | $6,404+47.5% | $7,758+21.7% | $4,125+128.9% |
| Admin fee / account holder | $3,958 | $6,975-43.3% | $10,762-63.2% | $5,651-30.0% |