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 | $18,586 | $210,648-91.2% | $177,989-89.6% | $145,922-87.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.06% | 385.86%-374.8pp | 294.48%-283.4pp | 561.29%-550.2pp |
| Employer contribution / active EE | $5,476 | $4,565+20.0% | $3,949+38.7% | $4,660+17.5% |
| Participant deferral / active EE | $8,294 | $6,958+19.2% | $6,276+32.2% | $6,688+24.0% |
| Admin fee / account holder | $9,689 | $12,013-19.3% | $10,363-6.5% | $13,397-27.7% |