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 | $96,328 | $165,335-41.7% | $149,696-35.7% | $158,922-39.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 28.35% | 348.15%-319.8pp | 276.60%-248.3pp | 302.83%-274.5pp |
| Employer contribution / active EE | $15,399 | $5,103+201.8% | $4,644+231.6% | $4,761+223.4% |
| Participant deferral / active EE | $21,292 | $7,181+196.5% | $6,842+211.2% | $5,982+255.9% |
| Admin fee / account holder | $1,524 | $10,807-85.9% | $9,309-83.6% | $11,246-86.5% |