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 | $79,110 | $65,365+21.0% | $92,893-14.8% | $72,985+8.4% |
| Participation rate | 95.9% | 68.3%+27.6pp | 76.0%+19.9pp | 69.5%+26.4pp |
| Annual return | 24.27% | 42.10%-17.8pp | 109.41%-85.1pp | 81.00%-56.7pp |
| Employer contribution / active EE | $7,874 | $2,594+203.5% | $3,653+115.6% | $2,440+222.7% |
| Participant deferral / active EE | $4,399 | $3,128+40.6% | $4,236+3.8% | $3,607+21.9% |
| Admin fee / account holder | $1,516 | $4,251-64.3% | $5,794-73.8% | $5,124-70.4% |