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 | $84,531 | $163,101-48.2% | $136,749-38.2% | $142,382-40.6% |
| Participation rate | 83.3% | 78.2%+5.1pp | 72.1%+11.2pp | 80.1%+3.2pp |
| Annual return | 15.14% | 27.54%-12.4pp | 24.33%-9.2pp | 217.08%-201.9pp |
| Employer contribution / active EE | $3,791 | $4,117-7.9% | $3,400+11.5% | $4,299-11.8% |
| Participant deferral / active EE | $3,503 | $5,585-37.3% | $4,692-25.4% | $6,507-46.2% |
| Admin fee / account holder | $532 | $14,318-96.3% | $11,386-95.3% | $12,624-95.8% |