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 | $80,904 | $91,037-11.1% | $71,671+12.9% | $147,584-45.2% |
| Participation rate | 86.7% | 76.1%+10.5pp | 68.7%+17.9pp | 82.8%+3.8pp |
| Annual return | 15.52% | 20.48%-5.0pp | 20.65%-5.1pp | 578.55%-563.0pp |
| Employer contribution / active EE | $1,865 | $3,327-44.0% | $2,460-24.2% | $4,876-61.8% |
| Participant deferral / active EE | $5,490 | $4,498+22.1% | $3,438+59.7% | $5,439+1.0% |
| Admin fee / account holder | $1,035 | $8,613-88.0% | $5,558-81.4% | $10,885-90.5% |