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 8-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 | $55,464 | $172,111-67.8% | $150,298-63.1% | $137,256-59.6% |
| Participation rate | 94.1% | 81.7%+12.4pp | 77.8%+16.4pp | 80.0%+14.2pp |
| Annual return | 23.10% | 69.37%-46.3pp | 62.79%-39.7pp | 220.34%-197.2pp |
| Employer contribution / active EE | $2,035 | $4,636-56.1% | $4,154-51.0% | $4,156-51.0% |
| Participant deferral / active EE | $9,056 | $6,166+46.9% | $5,453+66.1% | $6,407+41.4% |
| Admin fee / account holder | $343 | $16,471-97.9% | $14,116-97.6% | $12,270-97.2% |