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 | $26,876 | $48,230-44.3% | $67,502-60.2% | $80,856-66.8% |
| Participation rate | 87.5% | 66.4%+21.1pp | 72.9%+14.6pp | 67.6%+19.9pp |
| Annual return | 15.05% | 18.28%-3.2pp | 3512.12%-3497.1pp | 35.59%-20.5pp |
| Employer contribution / active EE | $1,882 | $2,020-6.8% | $2,731-31.1% | $2,755-31.7% |
| Participant deferral / active EE | $3,969 | $2,924+35.8% | $4,000-0.8% | $4,296-7.6% |
| Admin fee / account holder | $1,042 | $3,681-71.7% | $3,998-73.9% | $6,918-84.9% |