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 | $113,070 | $118,849-4.9% | $96,562+17.1% | $167,490-32.5% |
| Participation rate | 90.9% | 75.5%+15.4pp | 69.8%+21.1pp | 82.1%+8.8pp |
| Annual return | 20.79% | 50.49%-29.7pp | 37.78%-17.0pp | 478.56%-457.8pp |
| Employer contribution / active EE | $2,260 | $3,120-27.6% | $2,356-4.1% | $4,837-53.3% |
| Participant deferral / active EE | $12,155 | $4,616+163.3% | $3,849+215.8% | $6,341+91.7% |
| Admin fee / account holder | $1,122 | $8,065-86.1% | $6,181-81.8% | $12,309-90.9% |