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 | $33,780 | $95,453-64.6% | $112,040-69.9% | $82,448-59.0% |
| Participation rate | 92.2% | 72.8%+19.4pp | 76.5%+15.7pp | 68.1%+24.1pp |
| Annual return | 18.43% | 23.92%-5.5pp | 24.52%-6.1pp | 41.64%-23.2pp |
| Employer contribution / active EE | $1,519 | $2,318-34.5% | $2,954-48.6% | $2,551-40.4% |
| Participant deferral / active EE | $2,756 | $4,224-34.7% | $5,098-45.9% | $4,139-33.4% |
| Admin fee / account holder | $4,185 | $9,013-53.6% | $12,098-65.4% | $7,234-42.2% |