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 | $99,186 | $148,534-33.2% | $135,903-27.0% | $139,434-28.9% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 20.47% | 79.19%-58.7pp | 68.23%-47.8pp | 372.94%-352.5pp |
| Employer contribution / active EE | $5,103 | $5,243-2.7% | $4,856+5.1% | $4,751+7.4% |
| Participant deferral / active EE | $12,618 | $8,100+55.8% | $7,758+62.6% | $6,710+88.0% |
| Admin fee / account holder | $3,784 | $12,400-69.5% | $10,762-64.8% | $11,403-66.8% |