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 | $39,570 | $93,571-57.7% | $135,903-70.9% | $75,163-47.4% |
| Participation rate | 94.4% | 75.2%+19.2pp | 81.9%+12.5pp | 67.2%+27.2pp |
| Annual return | 53.91% | 30.90%+23.0pp | 68.23%-14.3pp | 160.62%-106.7pp |
| Employer contribution / active EE | $3,463 | $3,537-2.1% | $4,856-28.7% | $2,670+29.7% |
| Participant deferral / active EE | $9,057 | $6,404+41.4% | $7,758+16.7% | $4,125+119.6% |
| Admin fee / account holder | $815 | $6,975-88.3% | $10,762-92.4% | $5,651-85.6% |