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 | $141,364 | $99,877+41.5% | $84,966+66.4% | $145,922-3.1% |
| Participation rate | 85.7% | 74.1%+11.6pp | 67.5%+18.2pp | 80.3%+5.4pp |
| Annual return | 13.17% | 83.76%-70.6pp | 66.38%-53.2pp | 561.29%-548.1pp |
| Employer contribution / active EE | $8,960 | $3,231+177.3% | $2,727+228.5% | $4,660+92.3% |
| Participant deferral / active EE | $2,813 | $5,291-46.8% | $4,519-37.8% | $6,688-57.9% |
| Admin fee / account holder | $1,955 | $7,248-73.0% | $6,149-68.2% | $13,397-85.4% |