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 | $141,024 | $185,822-24.1% | $169,993-17.0% | $139,434+1.1% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 21.84% | 60.50%-38.7pp | 53.37%-31.5pp | 372.94%-351.1pp |
| Employer contribution / active EE | $2,723 | $7,590-64.1% | $6,785-59.9% | $4,751-42.7% |
| Participant deferral / active EE | $3,714 | $11,622-68.0% | $10,408-64.3% | $6,710-44.7% |
| Admin fee / account holder | $532 | $15,381-96.5% | $12,815-95.8% | $11,403-95.3% |