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 | $39,955 | $163,101-75.5% | $136,749-70.8% | $142,382-71.9% |
| Participation rate | 77.8% | 78.2%-0.4pp | 72.1%+5.6pp | 80.1%-2.3pp |
| Annual return | 15.13% | 27.54%-12.4pp | 24.33%-9.2pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,888 | $4,117-54.1% | $3,400-44.5% | $4,299-56.1% |
| Participant deferral / active EE | $2,642 | $5,585-52.7% | $4,692-43.7% | $6,507-59.4% |
| Admin fee / account holder | $3,857 | $14,318-73.1% | $11,386-66.1% | $12,624-69.4% |