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 | $98,650 | $111,814-11.8% | $103,374-4.6% | $145,959-32.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.12% | 24.77%-13.6pp | 24.89%-13.8pp | 561.95%-550.8pp |
| Employer contribution / active EE | $5,025 | $4,214+19.3% | $3,869+29.9% | $4,661+7.8% |
| Participant deferral / active EE | $11,593 | $5,618+106.3% | $5,058+129.2% | $6,689+73.3% |
| Admin fee / account holder | $541 | $9,754-94.5% | $8,394-93.6% | $13,398-96.0% |