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 | $63,916 | $197,591-67.7% | $177,821-64.1% | $158,922-59.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 19.63% | 58.76%-39.1pp | 48.32%-28.7pp | 302.83%-283.2pp |
| Employer contribution / active EE | $6,338 | $6,697-5.4% | $5,918+7.1% | $4,761+33.1% |
| Participant deferral / active EE | $13,500 | $8,405+60.6% | $7,714+75.0% | $5,982+125.7% |
| Admin fee / account holder | $11,567 | $15,399-24.9% | $12,427-6.9% | $11,246+2.9% |