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 | $79,599 | $106,515-25.3% | $96,683-17.7% | $139,434-42.9% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.3%+15.7pp | 80.3%+9.7pp |
| Annual return | 16.88% | 38.43%-21.5pp | 35.69%-18.8pp | 372.94%-356.1pp |
| Employer contribution / active EE | $3,119 | $4,103-24.0% | $3,737-16.5% | $4,751-34.3% |
| Participant deferral / active EE | $7,784 | $5,454+42.7% | $4,878+59.6% | $6,710+16.0% |
| Admin fee / account holder | $791 | $7,877-90.0% | $6,730-88.2% | $11,403-93.1% |