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 7-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 | $91,340 | $154,117-40.7% | $129,995-29.7% | $139,434-34.5% |
| Participation rate | 72.7% | 82.0%-9.2pp | 78.5%-5.8pp | 80.3%-7.6pp |
| Annual return | 22.06% | 32.48%-10.4pp | -137.18%+159.2pp | 372.94%-350.9pp |
| Employer contribution / active EE | $12,690 | $5,289+139.9% | $4,320+193.8% | $4,751+167.1% |
| Participant deferral / active EE | $15,330 | $6,710+128.5% | $5,820+163.4% | $6,710+128.5% |
| Admin fee / account holder | $3,173 | $14,007-77.3% | $10,614-70.1% | $11,403-72.2% |