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 | $24,845 | $77,813-68.1% | $123,544-79.9% | $64,186-61.3% |
| Participation rate | 96.6% | 74.7%+21.8pp | 82.3%+14.3pp | 69.6%+27.0pp |
| Annual return | 14.04% | 12.48%+1.6pp | 119.20%-105.2pp | 7.63%+6.4pp |
| Employer contribution / active EE | $4,668 | $3,014+54.9% | $4,628+0.9% | $2,381+96.1% |
| Participant deferral / active EE | $7,852 | $5,240+49.9% | $6,426+22.2% | $3,470+126.3% |
| Admin fee / account holder | $409 | $5,519-92.6% | $9,284-95.6% | $4,888-91.6% |