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 7-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 | $77,267 | $201,272-61.6% | $184,203-58.1% | $145,922-47.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.42% | 29.00%-9.6pp | 28.81%-9.4pp | 561.29%-541.9pp |
| Employer contribution / active EE | $4,034 | $7,022-42.5% | $6,427-37.2% | $4,660-13.4% |
| Participant deferral / active EE | $9,094 | $9,806-7.3% | $9,131-0.4% | $6,688+36.0% |
| Admin fee / account holder | $3,027 | $16,364-81.5% | $13,901-78.2% | $13,397-77.4% |