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 10-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 | $119,560 | $185,822-35.7% | $169,993-29.7% | $139,434-14.3% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 24.91% | 60.50%-35.6pp | 53.37%-28.5pp | 372.94%-348.0pp |
| Employer contribution / active EE | $7,251 | $7,590-4.5% | $6,785+6.9% | $4,751+52.6% |
| Participant deferral / active EE | $18,832 | $11,622+62.0% | $10,408+80.9% | $6,710+180.6% |
| Admin fee / account holder | $4,831 | $15,381-68.6% | $12,815-62.3% | $11,403-57.6% |