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 | $68,699 | $228,332-69.9% | $185,823-63.0% | $158,922-56.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 22.09% | 40.80%-18.7pp | 35.95%-13.9pp | 302.83%-280.7pp |
| Employer contribution / active EE | $2,983 | $4,967-39.9% | $4,087-27.0% | $4,761-37.3% |
| Participant deferral / active EE | $8,572 | $6,415+33.6% | $5,632+52.2% | $5,982+43.3% |
| Admin fee / account holder | $998 | $11,864-91.6% | $9,500-89.5% | $11,246-91.1% |