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 | $58,049 | $86,929-33.2% | $102,423-43.3% | $80,856-28.2% |
| Participation rate | 95.1% | 72.4%+22.7pp | 76.5%+18.6pp | 67.6%+27.4pp |
| Annual return | 11.69% | 18.88%-7.2pp | 29.32%-17.6pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,117 | $2,369-52.9% | $3,023-63.1% | $2,755-59.5% |
| Participant deferral / active EE | $3,372 | $4,118-18.1% | $5,053-33.3% | $4,296-21.5% |
| Admin fee / account holder | $1,068 | $8,049-86.7% | $9,451-88.7% | $6,918-84.6% |