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 | $19,689 | $57,541-65.8% | $95,745-79.4% | $75,163-73.8% |
| Participation rate | 96.7% | 62.5%+34.2pp | 72.3%+24.4pp | 67.2%+29.5pp |
| Annual return | 20.75% | 34.93%-14.2pp | 28.35%-7.6pp | 160.62%-139.9pp |
| Employer contribution / active EE | $1,711 | $1,808-5.4% | $2,835-39.7% | $2,670-35.9% |
| Participant deferral / active EE | $3,399 | $3,074+10.6% | $4,245-19.9% | $4,125-17.6% |
| Admin fee / account holder | $995 | $4,099-75.7% | $5,678-82.5% | $5,651-82.4% |