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 | $24,062 | $72,177-66.7% | $115,037-79.1% | $59,632-59.7% |
| Participation rate | 77.4% | 72.6%+4.9pp | 81.4%-3.9pp | 68.7%+8.7pp |
| Annual return | -1.50% | 12.02%-13.5pp | 26.14%-27.6pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $4,505 | $2,841+58.6% | $4,608-2.2% | $2,203+104.6% |
| Participant deferral / active EE | $10,656 | $4,783+122.8% | $6,026+76.8% | $3,192+233.9% |
| Admin fee / account holder | $912 | $4,927-81.5% | $8,175-88.8% | $4,297-78.8% |