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 | $49,377 | $63,764-22.6% | $81,930-39.7% | $79,858-38.2% |
| Participation rate | 88.9% | 67.5%+21.4pp | 72.0%+16.9pp | 69.6%+19.3pp |
| Annual return | 36.75% | 22.66%+14.1pp | 29.49%+7.3pp | 31.71%+5.0pp |
| Employer contribution / active EE | $2,479 | $1,795+38.1% | $4,310-42.5% | $2,471+0.3% |
| Participant deferral / active EE | $10,208 | $2,780+267.1% | $7,107+43.6% | $3,740+172.9% |
| Admin fee / account holder | $1,322 | $4,426-70.1% | $5,158-74.4% | $5,306-75.1% |