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 | $87,703 | $115,882-24.3% | $100,516-12.7% | $158,922-44.8% |
| Participation rate | 86.4% | 81.6%+4.8pp | 79.4%+7.0pp | 82.0%+4.4pp |
| Annual return | 15.07% | 34.79%-19.7pp | 30.89%-15.8pp | 302.83%-287.8pp |
| Employer contribution / active EE | $3,654 | $4,103-10.9% | $3,418+6.9% | $4,761-23.3% |
| Participant deferral / active EE | $8,050 | $6,674+20.6% | $6,270+28.4% | $5,982+34.6% |
| Admin fee / account holder | $4,533 | $10,995-58.8% | $8,081-43.9% | $11,246-59.7% |