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 | $130,483 | $201,272-35.2% | $184,203-29.2% | $145,922-10.6% |
| Participation rate | 76.5% | 87.5%-11.0pp | 86.8%-10.3pp | 80.3%-3.8pp |
| Annual return | 16.44% | 29.00%-12.6pp | 28.81%-12.4pp | 561.29%-544.8pp |
| Employer contribution / active EE | $11,564 | $7,022+64.7% | $6,427+79.9% | $4,660+148.2% |
| Participant deferral / active EE | $19,085 | $9,806+94.6% | $9,131+109.0% | $6,688+185.4% |
| Admin fee / account holder | $26,607 | $16,364+62.6% | $13,901+91.4% | $13,397+98.6% |