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 | $37,949 | $93,571-59.4% | $135,903-72.1% | $75,163-49.5% |
| Participation rate | 89.5% | 75.2%+14.3pp | 81.9%+7.6pp | 67.2%+22.3pp |
| Annual return | 15.66% | 30.90%-15.2pp | 68.23%-52.6pp | 160.62%-145.0pp |
| Employer contribution / active EE | $2,856 | $3,537-19.3% | $4,856-41.2% | $2,670+7.0% |
| Participant deferral / active EE | $5,288 | $6,404-17.4% | $7,758-31.8% | $4,125+28.2% |
| Admin fee / account holder | $2,559 | $6,975-63.3% | $10,762-76.2% | $5,651-54.7% |