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 | $20,757 | $72,277-71.3% | $101,248-79.5% | $79,858-74.0% |
| Participation rate | 96.0% | 68.5%+27.5pp | 75.8%+20.2pp | 69.6%+26.4pp |
| Annual return | 19.08% | 22.30%-3.2pp | 46.47%-27.4pp | 31.71%-12.6pp |
| Employer contribution / active EE | $2,791 | $2,692+3.7% | $3,660-23.7% | $2,471+13.0% |
| Participant deferral / active EE | $4,291 | $3,282+30.8% | $4,370-1.8% | $3,740+14.7% |
| Admin fee / account holder | $2,004 | $4,400-54.5% | $5,945-66.3% | $5,306-62.2% |