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 8-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 | $56,718 | $157,256-63.9% | $141,162-59.8% | $152,861-62.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 27.97% | 64.32%-36.4pp | 71.39%-43.4pp | 345.32%-317.3pp |
| Employer contribution / active EE | $10,807 | $5,261+105.4% | $4,735+128.2% | $4,762+126.9% |
| Participant deferral / active EE | $15,943 | $7,109+124.3% | $6,709+137.6% | $5,850+172.5% |
| Admin fee / account holder | $10,262 | $12,120-15.3% | $10,2610% | $11,596-11.5% |