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 | $39,643 | $58,627-32.4% | $76,735-48.3% | $82,448-51.9% |
| Participation rate | 86.1% | 63.2%+22.9pp | 69.5%+16.6pp | 68.1%+18.0pp |
| Annual return | 14.65% | 39.10%-24.4pp | 29.77%-15.1pp | 41.64%-27.0pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,378 | $3,134+7.8% | $4,088-17.4% | $4,139-18.4% |
| Admin fee / account holder | $4,965 | $5,323-6.7% | $7,189-30.9% | $7,234-31.4% |