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 | $58,727 | $87,013-32.5% | $106,213-44.7% | $80,856-27.4% |
| Participation rate | 71.4% | 70.4%+1.0pp | 75.3%-3.9pp | 67.6%+3.8pp |
| Annual return | 15.84% | 17.05%-1.2pp | 116.14%-100.3pp | 35.59%-19.8pp |
| Employer contribution / active EE | $2,024 | $2,395-15.5% | $3,171-36.2% | $2,755-26.5% |
| Participant deferral / active EE | $3,708 | $3,986-7.0% | $5,016-26.1% | $4,296-13.7% |
| Admin fee / account holder | $3,746 | $8,431-55.6% | $11,033-66.0% | $6,918-45.9% |