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 8-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 | $52,109 | $78,705-33.8% | $117,854-55.8% | $70,131-25.7% |
| Participation rate | 75.0% | 73.2%+1.8pp | 79.7%-4.7pp | 69.5%+5.5pp |
| Annual return | 19.45% | 23.30%-3.8pp | 335.08%-315.6pp | 73.14%-53.7pp |
| Employer contribution / active EE | $883 | $2,223-60.3% | $3,786-76.7% | $2,342-62.3% |
| Participant deferral / active EE | $4,544 | $3,297+37.8% | $4,482+1.4% | $3,332+36.4% |
| Admin fee / account holder | $348 | $5,065-93.1% | $8,020-95.7% | $4,645-92.5% |