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 | $40,554 | $86,929-53.3% | $102,423-60.4% | $80,856-49.8% |
| Participation rate | 88.0% | 72.4%+15.6pp | 76.5%+11.5pp | 67.6%+20.4pp |
| Annual return | 18.45% | 18.88%-0.4pp | 29.32%-10.9pp | 35.59%-17.1pp |
| Employer contribution / active EE | $1,554 | $2,369-34.4% | $3,023-48.6% | $2,755-43.6% |
| Participant deferral / active EE | $2,079 | $4,118-49.5% | $5,053-58.8% | $4,296-51.6% |
| Admin fee / account holder | $401 | $8,049-95.0% | $9,451-95.8% | $6,918-94.2% |