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 | $26,123 | $56,897-54.1% | $84,750-69.2% | $62,891-58.5% |
| Participation rate | 81.3% | 68.5%+12.7pp | 76.6%+4.7pp | 69.3%+11.9pp |
| Annual return | 6.39% | 6.30%+0.1pp | 22.78%-16.4pp | 20.14%-13.8pp |
| Employer contribution / active EE | $2,252 | $2,400-6.1% | $3,574-37.0% | $2,281-1.3% |
| Participant deferral / active EE | $4,640 | $2,709+71.3% | $3,712+25.0% | $3,203+44.9% |
| Admin fee / account holder | $409 | $3,581-88.6% | $5,332-92.3% | $4,296-90.5% |