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 | $63,045 | $93,571-32.6% | $135,903-53.6% | $75,163-16.1% |
| Participation rate | 90.3% | 75.2%+15.1pp | 81.9%+8.4pp | 67.2%+23.1pp |
| Annual return | 27.99% | 30.90%-2.9pp | 68.23%-40.2pp | 160.62%-132.6pp |
| Employer contribution / active EE | $5,890 | $3,537+66.5% | $4,856+21.3% | $2,670+120.6% |
| Participant deferral / active EE | $11,546 | $6,404+80.3% | $7,758+48.8% | $4,125+179.9% |
| Admin fee / account holder | $9,042 | $6,975+29.6% | $10,762-16.0% | $5,651+60.0% |