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 | $78,108 | $91,552-14.7% | $133,956-41.7% | $79,858-2.2% |
| Participation rate | 86.2% | 73.3%+12.9pp | 79.8%+6.4pp | 69.6%+16.6pp |
| Annual return | 14.63% | 61.85%-47.2pp | 45.09%-30.5pp | 31.71%-17.1pp |
| Employer contribution / active EE | $2,880 | $2,384+20.8% | $3,919-26.5% | $2,471+16.5% |
| Participant deferral / active EE | $5,589 | $3,733+49.7% | $5,048+10.7% | $3,740+49.4% |
| Admin fee / account holder | $4,201 | $6,321-33.5% | $8,927-52.9% | $5,306-20.8% |