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 | $119,246 | $89,753+32.9% | $107,525+10.9% | $84,808+40.6% |
| Participation rate | 77.5% | 68.1%+9.4pp | 75.1%+2.4pp | 68.3%+9.2pp |
| Annual return | 16.51% | 29.48%-13.0pp | 181.32%-164.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $5,271 | $3,113+69.3% | $3,754+40.4% | $2,631+100.4% |
| Participant deferral / active EE | $7,758 | $4,056+91.3% | $5,116+51.6% | $4,212+84.2% |
| Admin fee / account holder | $635 | $7,222-91.2% | $8,919-92.9% | $7,344-91.4% |