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 | $108,785 | $94,625+15.0% | $116,228-6.4% | $84,808+28.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 18.16% | 20.40%-2.2pp | 90.06%-71.9pp | 40.90%-22.7pp |
| Employer contribution / active EE | $3,561 | $2,347+51.8% | $2,994+18.9% | $2,631+35.4% |
| Participant deferral / active EE | $6,578 | $3,972+65.6% | $4,953+32.8% | $4,212+56.2% |
| Admin fee / account holder | $1,263 | $10,091-87.5% | $11,989-89.5% | $7,344-82.8% |