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 | $89,246 | $94,625-5.7% | $116,228-23.2% | $84,808+5.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 17.42% | 20.40%-3.0pp | 90.06%-72.6pp | 40.90%-23.5pp |
| Employer contribution / active EE | $6,009 | $2,347+156.1% | $2,994+100.7% | $2,631+128.4% |
| Participant deferral / active EE | $5,395 | $3,972+35.8% | $4,953+8.9% | $4,212+28.1% |
| Admin fee / account holder | $4,939 | $10,091-51.1% | $11,989-58.8% | $7,344-32.7% |