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 | $64,517 | $73,933-12.7% | $96,683-33.3% | $75,163-14.2% |
| Participation rate | 96.8% | 66.4%+30.4pp | 74.3%+22.4pp | 67.2%+29.6pp |
| Annual return | 18.75% | 26.70%-8.0pp | 35.69%-16.9pp | 160.62%-141.9pp |
| Employer contribution / active EE | $10,125 | $2,928+245.8% | $3,737+171.0% | $2,670+279.2% |
| Participant deferral / active EE | $6,289 | $3,659+71.9% | $4,878+28.9% | $4,125+52.5% |
| Admin fee / account holder | $2,465 | $5,216-52.7% | $6,730-63.4% | $5,651-56.4% |