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 | $125,398 | $109,982+14.0% | $97,226+29.0% | $145,922-14.1% |
| Participation rate | 83.3% | 75.9%+7.4pp | 72.7%+10.6pp | 80.3%+3.1pp |
| Annual return | 13.13% | 242.90%-229.8pp | 75.13%-62.0pp | 561.29%-548.2pp |
| Employer contribution / active EE | $2,951 | $3,084-4.3% | $2,729+8.1% | $4,660-36.7% |
| Participant deferral / active EE | $9,487 | $4,676+102.9% | $4,264+122.5% | $6,688+41.9% |
| Admin fee / account holder | $1,944 | $6,221-68.8% | $5,654-65.6% | $13,397-85.5% |