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 | $141,614 | $95,561+48.2% | $77,163+83.5% | $139,434+1.6% |
| Participation rate | 94.4% | 73.9%+20.5pp | 69.6%+24.9pp | 80.3%+14.1pp |
| Annual return | 13.31% | 54.92%-41.6pp | 37.87%-24.6pp | 372.94%-359.6pp |
| Employer contribution / active EE | $3,667 | $3,147+16.5% | $2,535+44.7% | $4,751-22.8% |
| Participant deferral / active EE | $7,549 | $4,624+63.3% | $3,833+96.9% | $6,710+12.5% |
| Admin fee / account holder | $818 | $8,295-90.1% | $5,472-85.1% | $11,403-92.8% |