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 | $39,962 | $91,552-56.4% | $133,956-70.2% | $79,858-50.0% |
| Participation rate | 82.1% | 73.3%+8.8pp | 79.8%+2.3pp | 69.6%+12.5pp |
| Annual return | 20.23% | 61.85%-41.6pp | 45.09%-24.9pp | 31.71%-11.5pp |
| Employer contribution / active EE | $2,352 | $2,384-1.3% | $3,919-40.0% | $2,471-4.8% |
| Participant deferral / active EE | $6,131 | $3,733+64.2% | $5,048+21.5% | $3,740+63.9% |
| Admin fee / account holder | $1,009 | $6,321-84.0% | $8,927-88.7% | $5,306-81.0% |