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 | $50,133 | $51,175-2.0% | $70,515-28.9% | $75,163-33.3% |
| Participation rate | 88.5% | 60.9%+27.5pp | 68.3%+20.1pp | 67.2%+21.3pp |
| Annual return | 15.66% | 30.02%-14.4pp | 32.77%-17.1pp | 160.62%-145.0pp |
| Employer contribution / active EE | $2,268 | $1,826+24.2% | $2,973-23.7% | $2,670-15.1% |
| Participant deferral / active EE | $5,027 | $2,849+76.4% | $4,567+10.1% | $4,125+21.9% |
| Admin fee / account holder | $9,921 | $4,091+142.5% | $6,412+54.7% | $5,651+75.6% |