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 | $37,112 | $117,983-68.5% | $101,794-63.5% | $142,382-73.9% |
| Participation rate | 95.7% | 74.2%+21.4pp | 69.2%+26.5pp | 80.1%+15.5pp |
| Annual return | 12.00% | 36.92%-24.9pp | 30.53%-18.5pp | 217.08%-205.1pp |
| Employer contribution / active EE | $6,548 | $2,773+136.2% | $2,289+186.1% | $4,299+52.3% |
| Participant deferral / active EE | $3,717 | $4,714-21.1% | $4,084-9.0% | $6,507-42.9% |
| Admin fee / account holder | $454 | $10,433-95.7% | $8,777-94.8% | $12,624-96.4% |