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 | $59,857 | $53,127+12.7% | $86,590-30.9% | $70,131-14.7% |
| Participation rate | 91.2% | 65.3%+25.9pp | 73.5%+17.6pp | 69.5%+21.6pp |
| Annual return | 17.89% | 27.66%-9.8pp | 964.84%-946.9pp | 73.14%-55.2pp |
| Employer contribution / active EE | $3,227 | $2,068+56.0% | $2,839+13.6% | $2,342+37.7% |
| Participant deferral / active EE | $6,202 | $2,696+130.0% | $3,609+71.9% | $3,332+86.1% |
| Admin fee / account holder | $4,875 | $3,585+36.0% | $4,906-0.6% | $4,645+5.0% |