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 | $51,419 | $154,117-66.6% | $129,995-60.4% | $139,434-63.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 39.37% | 32.48%+6.9pp | -137.18%+176.5pp | 372.94%-333.6pp |
| Employer contribution / active EE | $4,327 | $5,289-18.2% | $4,320+0.2% | $4,751-8.9% |
| Participant deferral / active EE | $7,684 | $6,710+14.5% | $5,820+32.0% | $6,710+14.5% |
| Admin fee / account holder | $8,776 | $14,007-37.3% | $10,614-17.3% | $11,403-23.0% |