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 | $20,618 | $53,777-61.7% | $134,143-84.6% | $79,858-74.2% |
| Participation rate | 91.7% | 58.8%+32.9pp | 72.2%+19.5pp | 69.6%+22.0pp |
| Annual return | 22.21% | 19.01%+3.2pp | 36.33%-14.1pp | 31.71%-9.5pp |
| Employer contribution / active EE | $2,222 | $1,321+68.2% | $3,704-40.0% | $2,471-10.1% |
| Participant deferral / active EE | $3,577 | $2,420+47.8% | $3,499+2.2% | $3,740-4.4% |
| Admin fee / account holder | $1,120 | $3,984-71.9% | $6,684-83.2% | $5,306-78.9% |