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 | $39,865 | $81,460-51.1% | $103,333-61.4% | $80,856-50.7% |
| Participation rate | 80.8% | 66.8%+13.9pp | 74.5%+6.3pp | 67.6%+13.1pp |
| Annual return | 15.70% | 25.55%-9.8pp | 24.88%-9.2pp | 35.59%-19.9pp |
| Employer contribution / active EE | $4,507 | $3,105+45.2% | $3,868+16.5% | $2,755+63.6% |
| Participant deferral / active EE | $6,696 | $3,869+73.1% | $5,057+32.4% | $4,296+55.9% |
| Admin fee / account holder | $1,861 | $6,566-71.7% | $8,355-77.7% | $6,918-73.1% |