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 | $18,507 | $80,717-77.1% | $154,803-88.0% | $84,808-78.2% |
| Participation rate | 86.1% | 66.8%+19.3pp | 78.1%+8.0pp | 68.3%+17.8pp |
| Annual return | 18.46% | 37.96%-19.5pp | 58.88%-40.4pp | 40.90%-22.4pp |
| Employer contribution / active EE | $551 | $2,761-80.0% | $4,305-87.2% | $2,631-79.1% |
| Participant deferral / active EE | $3,812 | $3,303+15.4% | $5,540-31.2% | $4,212-9.5% |
| Admin fee / account holder | $396 | $6,746-94.1% | $14,329-97.2% | $7,344-94.6% |