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 | $31,209 | $106,749-70.8% | $145,433-78.5% | $82,448-62.1% |
| Participation rate | 84.2% | 75.6%+8.6pp | 82.1%+2.1pp | 68.1%+16.1pp |
| Annual return | 16.83% | 27.59%-10.8pp | 66.58%-49.7pp | 41.64%-24.8pp |
| Employer contribution / active EE | $2,268 | $3,444-34.2% | $4,554-50.2% | $2,551-11.1% |
| Participant deferral / active EE | $6,224 | $6,519-4.5% | $7,897-21.2% | $4,139+50.4% |
| Admin fee / account holder | $6,484 | $8,390-22.7% | $13,129-50.6% | $7,234-10.4% |