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 | $26,969 | $148,534-81.8% | $135,903-80.2% | $139,434-80.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.61% | 79.19%-66.6pp | 68.23%-55.6pp | 372.94%-360.3pp |
| Employer contribution / active EE | $2,411 | $5,243-54.0% | $4,856-50.4% | $4,751-49.3% |
| Participant deferral / active EE | $8,589 | $8,100+6.0% | $7,758+10.7% | $6,710+28.0% |
| Admin fee / account holder | $729 | $12,400-94.1% | $10,762-93.2% | $11,403-93.6% |