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 | $34,100 | $45,073-24.3% | $69,455-50.9% | $72,985-53.3% |
| Participation rate | 77.6% | 68.5%+9.1pp | 74.6%+3.0pp | 69.5%+8.1pp |
| Annual return | 6.27% | 22.65%-16.4pp | 28.97%-22.7pp | 81.00%-74.7pp |
| Employer contribution / active EE | $2,555 | $2,054+24.4% | $2,779-8.0% | $2,440+4.7% |
| Participant deferral / active EE | $2,197 | $2,602-15.6% | $3,535-37.9% | $3,607-39.1% |
| Admin fee / account holder | $2,072 | $3,056-32.2% | $3,839-46.0% | $5,124-59.6% |