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 7-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 | $59,900 | $77,503-22.7% | $100,391-40.3% | $80,856-25.9% |
| Participation rate | 97.0% | 76.9%+20.0pp | 81.5%+15.5pp | 67.6%+29.3pp |
| Annual return | 16.16% | 37.20%-21.0pp | 49.20%-33.0pp | 35.59%-19.4pp |
| Employer contribution / active EE | $6,101 | $2,801+117.8% | $3,942+54.8% | $2,755+121.5% |
| Participant deferral / active EE | $9,859 | $6,820+44.6% | $8,082+22.0% | $4,296+129.5% |
| Admin fee / account holder | $2,849 | $5,897-51.7% | $7,899-63.9% | $6,918-58.8% |