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 8-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 | $112,171 | $165,335-32.2% | $149,696-25.1% | $158,922-29.4% |
| Participation rate | 91.3% | 84.6%+6.7pp | 82.5%+8.8pp | 82.0%+9.3pp |
| Annual return | 29.62% | 348.15%-318.5pp | 276.60%-247.0pp | 302.83%-273.2pp |
| Employer contribution / active EE | $3,825 | $5,103-25.0% | $4,644-17.6% | $4,761-19.7% |
| Participant deferral / active EE | $8,186 | $7,181+14.0% | $6,842+19.7% | $5,982+36.8% |
| Admin fee / account holder | $551 | $10,807-94.9% | $9,309-94.1% | $11,246-95.1% |