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 | $40,688 | $110,257-63.1% | $96,544-57.9% | $139,434-70.8% |
| Participation rate | 76.5% | 78.1%-1.6pp | 76.0%+0.5pp | 80.3%-3.8pp |
| Annual return | 15.82% | 26.32%-10.5pp | 25.84%-10.0pp | 372.94%-357.1pp |
| Employer contribution / active EE | $1,874 | $3,620-48.2% | $2,965-36.8% | $4,751-60.5% |
| Participant deferral / active EE | $3,197 | $5,548-42.4% | $4,851-34.1% | $6,710-52.4% |
| Admin fee / account holder | $8,132 | $11,591-29.8% | $8,252-1.5% | $11,403-28.7% |