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 | $38,201 | $80,717-52.7% | $154,803-75.3% | $84,808-55.0% |
| Participation rate | 96.4% | 66.8%+29.6pp | 78.1%+18.4pp | 68.3%+28.1pp |
| Annual return | 21.41% | 37.96%-16.5pp | 58.88%-37.5pp | 40.90%-19.5pp |
| Employer contribution / active EE | $996 | $2,761-63.9% | $4,305-76.9% | $2,631-62.1% |
| Participant deferral / active EE | $6,913 | $3,303+109.3% | $5,540+24.8% | $4,212+64.1% |
| Admin fee / account holder | $2,308 | $6,746-65.8% | $14,329-83.9% | $7,344-68.6% |