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 | $127,420 | $183,519-30.6% | $155,509-18.1% | $145,922-12.7% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 12.54% | 61.17%-48.6pp | 64.67%-52.1pp | 561.29%-548.7pp |
| Employer contribution / active EE | $4,629 | $5,313-12.9% | $4,672-0.9% | $4,660-0.7% |
| Participant deferral / active EE | $12,669 | $6,462+96.0% | $5,626+125.2% | $6,688+89.4% |
| Admin fee / account holder | $5,935 | $19,313-69.3% | $15,912-62.7% | $13,397-55.7% |