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 | $62,289 | $101,724-38.8% | $164,813-62.2% | $80,856-23.0% |
| Participation rate | 93.8% | 71.8%+21.9pp | 78.6%+15.1pp | 67.6%+26.1pp |
| Annual return | 15.82% | 16.72%-0.9pp | 69.93%-54.1pp | 35.59%-19.8pp |
| Employer contribution / active EE | $2,756 | $2,953-6.7% | $4,341-36.5% | $2,755+0.1% |
| Participant deferral / active EE | $6,909 | $4,477+54.3% | $6,031+14.6% | $4,296+60.8% |
| Admin fee / account holder | $2,975 | $8,227-63.8% | $12,690-76.6% | $6,918-57.0% |