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 | $39,913 | $43,723-8.7% | $121,196-67.1% | $64,186-37.8% |
| Participation rate | 98.0% | 58.3%+39.7pp | 71.7%+26.3pp | 69.6%+28.5pp |
| Annual return | 10.16% | 68.91%-58.7pp | 16.93%-6.8pp | 7.63%+2.5pp |
| Employer contribution / active EE | $2,682 | $1,296+106.9% | $4,022-33.3% | $2,381+12.7% |
| Participant deferral / active EE | $1,423 | $2,280-37.6% | $3,344-57.5% | $3,470-59.0% |
| Admin fee / account holder | $2,089 | $3,501-40.3% | $5,019-58.4% | $4,888-57.3% |