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 6-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 | $37,557 | $46,553-19.3% | $64,056-41.4% | $75,163-50.0% |
| Participation rate | 92.3% | 65.9%+26.4pp | 72.3%+20.0pp | 67.2%+25.1pp |
| Annual return | 21.52% | 26.03%-4.5pp | 33.69%-12.2pp | 160.62%-139.1pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $14,941 | $2,837+426.7% | $3,880+285.1% | $4,125+262.2% |
| Admin fee / account holder | $4,445 | $2,952+50.6% | $3,068+44.9% | $5,651-21.3% |