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 | $127,041 | $177,572-28.5% | $154,803-17.9% | $142,382-10.8% |
| Participation rate | 81.3% | 82.1%-0.8pp | 78.1%+3.2pp | 80.1%+1.1pp |
| Annual return | 17.62% | 65.07%-47.4pp | 58.88%-41.3pp | 217.08%-199.5pp |
| Employer contribution / active EE | $2,237 | $4,810-53.5% | $4,305-48.0% | $4,299-48.0% |
| Participant deferral / active EE | $3,895 | $6,272-37.9% | $5,540-29.7% | $6,507-40.1% |
| Admin fee / account holder | $2,218 | $16,786-86.8% | $14,329-84.5% | $12,624-82.4% |