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 | $84,330 | $133,922-37.0% | $116,228-27.4% | $142,382-40.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 16.72% | 147.76%-131.0pp | 90.06%-73.3pp | 217.08%-200.4pp |
| Employer contribution / active EE | $914 | $3,446-73.5% | $2,994-69.5% | $4,299-78.7% |
| Participant deferral / active EE | $9,462 | $5,672+66.8% | $4,953+91.0% | $6,507+45.4% |
| Admin fee / account holder | $1,974 | $14,945-86.8% | $11,989-83.5% | $12,624-84.4% |