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 | $126,275 | $148,534-15.0% | $135,903-7.1% | $139,434-9.4% |
| Participation rate | 86.4% | 83.9%+2.5pp | 81.9%+4.5pp | 80.3%+6.0pp |
| Annual return | 17.18% | 79.19%-62.0pp | 68.23%-51.1pp | 372.94%-355.8pp |
| Employer contribution / active EE | $14,189 | $5,243+170.6% | $4,856+192.2% | $4,751+198.7% |
| Participant deferral / active EE | $12,365 | $8,100+52.7% | $7,758+59.4% | $6,710+84.3% |
| Admin fee / account holder | $7,443 | $12,400-40.0% | $10,762-30.8% | $11,403-34.7% |