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 | $14,336 | $80,717-82.2% | $154,803-90.7% | $84,808-83.1% |
| Participation rate | 74.3% | 66.8%+7.5pp | 78.1%-3.8pp | 68.3%+6.0pp |
| Annual return | 16.29% | 37.96%-21.7pp | 58.88%-42.6pp | 40.90%-24.6pp |
| Employer contribution / active EE | $1,969 | $2,761-28.7% | $4,305-54.3% | $2,631-25.2% |
| Participant deferral / active EE | $2,484 | $3,303-24.8% | $5,540-55.2% | $4,212-41.0% |
| Admin fee / account holder | $402 | $6,746-94.0% | $14,329-97.2% | $7,344-94.5% |