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 | $59,149 | $111,754-47.1% | $103,333-42.8% | $145,922-59.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.82% | 24.77%-6.0pp | 24.88%-6.1pp | 561.29%-542.5pp |
| Employer contribution / active EE | $4,471 | $4,212+6.1% | $3,868+15.6% | $4,660-4.0% |
| Participant deferral / active EE | $6,343 | $5,619+12.9% | $5,057+25.4% | $6,688-5.2% |
| Admin fee / account holder | $2,251 | $9,750-76.9% | $8,355-73.1% | $13,397-83.2% |