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 | $56,581 | $185,822-69.6% | $169,993-66.7% | $139,434-59.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.09% | 60.50%-43.4pp | 53.37%-36.3pp | 372.94%-355.8pp |
| Employer contribution / active EE | $3,242 | $7,590-57.3% | $6,785-52.2% | $4,751-31.8% |
| Participant deferral / active EE | $7,687 | $11,622-33.9% | $10,408-26.1% | $6,710+14.6% |
| Admin fee / account holder | $495 | $15,381-96.8% | $12,815-96.1% | $11,403-95.7% |