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 | $81,202 | $117,841-31.1% | $102,423-20.7% | $145,922-44.4% |
| Participation rate | 90.0% | 78.6%+11.4pp | 76.5%+13.5pp | 80.3%+9.7pp |
| Annual return | 43.79% | 31.65%+12.1pp | 29.32%+14.5pp | 561.29%-517.5pp |
| Employer contribution / active EE | $10,525 | $3,615+191.2% | $3,023+248.1% | $4,660+125.9% |
| Participant deferral / active EE | $21,365 | $5,731+272.8% | $5,053+322.8% | $6,688+219.5% |
| Admin fee / account holder | $14,019 | $13,326+5.2% | $9,451+48.3% | $13,397+4.6% |