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 | $160,447 | $57,354+179.8% | $83,848+91.4% | $64,186+150.0% |
| Participation rate | 92.3% | 68.6%+23.7pp | 76.1%+16.2pp | 69.6%+22.7pp |
| Annual return | -2.99% | 11.38%-14.4pp | 850.88%-853.9pp | 7.63%-10.6pp |
| Employer contribution / active EE | $6,059 | $2,545+138.0% | $3,631+66.9% | $2,381+154.5% |
| Participant deferral / active EE | $8,930 | $2,993+198.4% | $4,082+118.8% | $3,470+157.4% |
| Admin fee / account holder | $435 | $4,046-89.2% | $5,478-92.1% | $4,888-91.1% |