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 | $98,713 | $197,591-50.0% | $177,821-44.5% | $158,922-37.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.23% | 58.76%-44.5pp | 48.32%-34.1pp | 302.83%-288.6pp |
| Employer contribution / active EE | $40,850 | $6,697+509.9% | $5,918+590.2% | $4,761+758.0% |
| Participant deferral / active EE | $8,667 | $8,405+3.1% | $7,714+12.3% | $5,982+44.9% |
| Admin fee / account holder | $348 | $15,399-97.7% | $12,427-97.2% | $11,246-96.9% |