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 7-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 | $43,108 | $74,888-42.4% | $71,209-39.5% | $142,382-69.7% |
| Participation rate | 77.8% | 76.2%+1.6pp | 73.8%+4.0pp | 80.1%-2.3pp |
| Annual return | 19.93% | 345.14%-325.2pp | 282.51%-262.6pp | 217.08%-197.1pp |
| Employer contribution / active EE | $2,994 | $2,854+4.9% | $2,721+10.0% | $4,299-30.4% |
| Participant deferral / active EE | $5,921 | $4,454+32.9% | $4,175+41.8% | $6,507-9.0% |
| Admin fee / account holder | $1,324 | $5,568-76.2% | $5,349-75.2% | $12,624-89.5% |