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 | $141,608 | $105,126+34.7% | $94,646+49.6% | $139,434+1.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 17.22% | 38.03%-20.8pp | 156.71%-139.5pp | 372.94%-355.7pp |
| Employer contribution / active EE | $4,693 | $4,106+14.3% | $3,672+27.8% | $4,751-1.2% |
| Participant deferral / active EE | $7,813 | $7,599+2.8% | $7,418+5.3% | $6,710+16.4% |
| Admin fee / account holder | $897 | $8,984-90.0% | $7,231-87.6% | $11,403-92.1% |