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 | $141,014 | $112,096+25.8% | $95,952+47.0% | $158,922-11.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 31.05% | 171.09%-140.0pp | 91.61%-60.6pp | 302.83%-271.8pp |
| Employer contribution / active EE | $3,636 | $3,198+13.7% | $2,541+43.1% | $4,761-23.6% |
| Participant deferral / active EE | $10,848 | $4,784+126.8% | $4,167+160.3% | $5,982+81.3% |
| Admin fee / account holder | $13,781 | $10,130+36.0% | $6,795+102.8% | $11,246+22.5% |