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 | $87,063 | $165,335-47.3% | $149,696-41.8% | $158,922-45.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.18% | 348.15%-331.0pp | 276.60%-259.4pp | 302.83%-285.6pp |
| Employer contribution / active EE | $4,020 | $5,103-21.2% | $4,644-13.4% | $4,761-15.6% |
| Participant deferral / active EE | $13,924 | $7,181+93.9% | $6,842+103.5% | $5,982+132.8% |
| Admin fee / account holder | $863 | $10,807-92.0% | $9,309-90.7% | $11,246-92.3% |