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 | $34,474 | $127,065-72.9% | $113,168-69.5% | $142,382-75.8% |
| Participation rate | 91.3% | 79.2%+12.1pp | 76.6%+14.7pp | 80.1%+11.2pp |
| Annual return | 16.18% | 24.03%-7.9pp | 24.27%-8.1pp | 217.08%-200.9pp |
| Employer contribution / active EE | $2,923 | $3,442-15.1% | $2,975-1.7% | $4,299-32.0% |
| Participant deferral / active EE | $5,535 | $5,716-3.2% | $5,107+8.4% | $6,507-14.9% |
| Admin fee / account holder | $3,105 | $15,736-80.3% | $12,068-74.3% | $12,624-75.4% |