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 | $54,676 | $162,781-66.4% | $133,956-59.2% | $158,922-65.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 11.91% | 41.94%-30.0pp | 45.09%-33.2pp | 302.83%-290.9pp |
| Employer contribution / active EE | $5,161 | $4,975+3.7% | $3,919+31.7% | $4,761+8.4% |
| Participant deferral / active EE | $9,661 | $5,911+63.4% | $5,048+91.4% | $5,982+61.5% |
| Admin fee / account holder | $4,383 | $11,736-62.7% | $8,927-50.9% | $11,246-61.0% |