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 | $123,251 | $132,634-7.1% | $115,768+6.5% | $137,256-10.2% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.4%+13.1pp | 80.0%+7.5pp |
| Annual return | 17.92% | 160.70%-142.8pp | 100.46%-82.5pp | 220.34%-202.4pp |
| Employer contribution / active EE | $4,598 | $3,360+36.9% | $2,940+56.4% | $4,156+10.6% |
| Participant deferral / active EE | $14,844 | $5,619+164.2% | $4,917+201.9% | $6,407+131.7% |
| Admin fee / account holder | $2,578 | $15,028-82.8% | $12,439-79.3% | $12,270-79.0% |