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 | $227,556 | $162,781+39.8% | $133,956+69.9% | $158,922+43.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 15.08% | 41.94%-26.9pp | 45.09%-30.0pp | 302.83%-287.7pp |
| Employer contribution / active EE | $4,670 | $4,975-6.1% | $3,919+19.2% | $4,761-1.9% |
| Participant deferral / active EE | $4,096 | $5,911-30.7% | $5,048-18.9% | $5,982-31.5% |
| Admin fee / account holder | $10,892 | $11,736-7.2% | $8,927+22.0% | $11,246-3.1% |