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 | $23,362 | $81,248-71.2% | $155,509-85.0% | $80,856-71.1% |
| Participation rate | 86.9% | 66.2%+20.7pp | 78.2%+8.7pp | 67.6%+19.2pp |
| Annual return | 12.41% | 33.31%-20.9pp | 64.67%-52.3pp | 35.59%-23.2pp |
| Employer contribution / active EE | $1,125 | $3,100-63.7% | $4,672-75.9% | $2,755-59.2% |
| Participant deferral / active EE | $1,500 | $3,452-56.5% | $5,626-73.3% | $4,296-65.1% |
| Admin fee / account holder | $1,903 | $7,997-76.2% | $15,912-88.0% | $6,918-72.5% |