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 | $116,452 | $183,519-36.5% | $155,509-25.1% | $145,922-20.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.32% | 61.17%-48.8pp | 64.67%-52.3pp | 561.29%-549.0pp |
| Employer contribution / active EE | $5,559 | $5,313+4.6% | $4,672+19.0% | $4,660+19.3% |
| Participant deferral / active EE | $18,974 | $6,462+193.6% | $5,626+237.2% | $6,688+183.7% |
| Admin fee / account holder | $14,469 | $19,313-25.1% | $15,912-9.1% | $13,397+8.0% |