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 | $123,869 | $201,259-38.5% | $184,200-32.8% | $145,959-15.1% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 15.22% | 28.98%-13.8pp | 28.80%-13.6pp | 561.95%-546.7pp |
| Employer contribution / active EE | $3,360 | $7,018-52.1% | $6,424-47.7% | $4,661-27.9% |
| Participant deferral / active EE | $10,043 | $9,806+2.4% | $9,132+10.0% | $6,689+50.2% |
| Admin fee / account holder | $1,533 | $16,372-90.6% | $13,907-89.0% | $13,398-88.6% |