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 | $88,199 | $63,346+39.2% | $92,233-4.4% | $70,131+25.8% |
| Participation rate | 74.1% | 68.7%+5.4pp | 76.5%-2.4pp | 69.5%+4.5pp |
| Annual return | 15.43% | 530.12%-514.7pp | 176.28%-160.9pp | 73.14%-57.7pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,060 | $2,854-27.8% | $3,897-47.1% | $3,332-38.2% |
| Admin fee / account holder | $2,507 | $3,840-34.7% | $5,194-51.7% | $4,645-46.0% |