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 6-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 | $134,702 | $148,534-9.3% | $135,903-0.9% | $139,434-3.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 43.66% | 79.19%-35.5pp | 68.23%-24.6pp | 372.94%-329.3pp |
| Employer contribution / active EE | $4,187 | $5,243-20.1% | $4,856-13.8% | $4,751-11.9% |
| Participant deferral / active EE | $8,642 | $8,100+6.7% | $7,758+11.4% | $6,710+28.8% |
| Admin fee / account holder | $1,349 | $12,400-89.1% | $10,762-87.5% | $11,403-88.2% |