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 | $186,080 | $111,754+66.5% | $103,333+80.1% | $145,922+27.5% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 10.82% | 24.77%-13.9pp | 24.88%-14.1pp | 561.29%-550.5pp |
| Employer contribution / active EE | $26,056 | $4,212+518.5% | $3,868+573.7% | $4,660+459.2% |
| Participant deferral / active EE | $2,413 | $5,619-57.1% | $5,057-52.3% | $6,688-63.9% |
| Admin fee / account holder | $5,804 | $9,750-40.5% | $8,355-30.5% | $13,397-56.7% |