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 | $35,091 | $162,781-78.4% | $133,956-73.8% | $158,922-77.9% |
| Participation rate | 91.7% | 83.2%+8.4pp | 79.8%+11.8pp | 82.0%+9.7pp |
| Annual return | 18.94% | 41.94%-23.0pp | 45.09%-26.2pp | 302.83%-283.9pp |
| Employer contribution / active EE | $12,764 | $4,975+156.5% | $3,919+225.7% | $4,761+168.1% |
| Participant deferral / active EE | $17,465 | $5,911+195.5% | $5,048+246.0% | $5,982+192.0% |
| Admin fee / account holder | $13,595 | $11,736+15.8% | $8,927+52.3% | $11,246+20.9% |