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 | $67,721 | $109,982-38.4% | $97,226-30.3% | $145,922-53.6% |
| Participation rate | 86.7% | 75.9%+10.7pp | 72.7%+14.0pp | 80.3%+6.4pp |
| Annual return | 10.16% | 242.90%-232.7pp | 75.13%-65.0pp | 561.29%-551.1pp |
| Employer contribution / active EE | $16,466 | $3,084+434.0% | $2,729+503.4% | $4,660+253.4% |
| Participant deferral / active EE | $2,297 | $4,676-50.9% | $4,264-46.1% | $6,688-65.6% |
| Admin fee / account holder | $6,087 | $6,221-2.2% | $5,654+7.7% | $13,397-54.6% |