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 | $37,731 | $93,571-59.7% | $135,903-72.2% | $75,163-49.8% |
| Participation rate | 75.8% | 75.2%+0.6pp | 81.9%-6.1pp | 67.2%+8.6pp |
| Annual return | 26.94% | 30.90%-4.0pp | 68.23%-41.3pp | 160.62%-133.7pp |
| Employer contribution / active EE | $4,528 | $3,537+28.0% | $4,856-6.8% | $2,670+69.6% |
| Participant deferral / active EE | $10,866 | $6,404+69.7% | $7,758+40.1% | $4,125+163.4% |
| Admin fee / account holder | $8,651 | $6,975+24.0% | $10,762-19.6% | $5,651+53.1% |