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 | $120,042 | $117,381+2.3% | $99,443+20.7% | $152,861-21.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 50.00% | 31.87%+18.1pp | 30.72%+19.3pp | 345.32%-295.3pp |
| Employer contribution / active EE | $4,356 | $3,013+44.6% | $2,540+71.5% | $4,762-8.5% |
| Participant deferral / active EE | $12,575 | $4,086+207.8% | $3,619+247.5% | $5,850+114.9% |
| Admin fee / account holder | $752 | $7,631-90.1% | $6,250-88.0% | $11,596-93.5% |