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 | $141,512 | $106,515+32.9% | $96,683+46.4% | $139,434+1.5% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 17.39% | 38.43%-21.0pp | 35.69%-18.3pp | 372.94%-355.6pp |
| Employer contribution / active EE | $11,324 | $4,103+176.0% | $3,737+203.0% | $4,751+138.4% |
| Participant deferral / active EE | $17,708 | $5,454+224.7% | $4,878+263.0% | $6,710+163.9% |
| Admin fee / account holder | $1,018 | $7,877-87.1% | $6,730-84.9% | $11,403-91.1% |