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 7-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 | $102,211 | $183,519-44.3% | $155,509-34.3% | $145,922-30.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.61% | 61.17%-38.6pp | 64.67%-42.1pp | 561.29%-538.7pp |
| Employer contribution / active EE | $14,050 | $5,313+164.5% | $4,672+200.7% | $4,660+201.5% |
| Participant deferral / active EE | $8,504 | $6,462+31.6% | $5,626+51.1% | $6,688+27.2% |
| Admin fee / account holder | $1,256 | $19,313-93.5% | $15,912-92.1% | $13,397-90.6% |