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 | $41,078 | $87,166-52.9% | $76,735-46.5% | $137,256-70.1% |
| Participation rate | 71.4% | 74.4%-2.9pp | 69.5%+1.9pp | 80.0%-8.5pp |
| Annual return | 15.57% | 26.50%-10.9pp | 29.77%-14.2pp | 220.34%-204.8pp |
| Employer contribution / active EE | $1,890 | $2,904-34.9% | $2,454-23.0% | $4,156-54.5% |
| Participant deferral / active EE | $3,579 | $4,726-24.3% | $4,088-12.5% | $6,407-44.1% |
| Admin fee / account holder | $1,967 | $8,403-76.6% | $7,189-72.6% | $12,270-84.0% |