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 | $96,542 | $114,381-15.6% | $107,525-10.2% | $142,382-32.2% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 14.49% | 242.71%-228.2pp | 181.32%-166.8pp | 217.08%-202.6pp |
| Employer contribution / active EE | $1,914 | $4,015-52.3% | $3,754-49.0% | $4,299-55.5% |
| Participant deferral / active EE | $10,594 | $5,564+90.4% | $5,116+107.1% | $6,507+62.8% |
| Admin fee / account holder | $436 | $9,860-95.6% | $8,919-95.1% | $12,624-96.5% |