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 | $28,760 | $89,355-67.8% | $141,162-79.6% | $72,985-60.6% |
| Participation rate | 80.6% | 75.1%+5.5pp | 82.5%-1.8pp | 69.5%+11.2pp |
| Annual return | 24.14% | 111.85%-87.7pp | 71.39%-47.2pp | 81.00%-56.9pp |
| Employer contribution / active EE | $2,674 | $3,114-14.1% | $4,735-43.5% | $2,440+9.6% |
| Participant deferral / active EE | $4,820 | $5,418-11.0% | $6,709-28.2% | $3,607+33.6% |
| Admin fee / account holder | $416 | $5,958-93.0% | $10,261-95.9% | $5,124-91.9% |