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 | $140,569 | $142,405-1.3% | $115,157+22.1% | $152,861-8.0% |
| Participation rate | 73.3% | 82.4%-9.0pp | 75.9%-2.6pp | 82.4%-9.1pp |
| Annual return | 11.78% | 41.48%-29.7pp | 35.60%-23.8pp | 345.32%-333.5pp |
| Employer contribution / active EE | $1,688 | $4,010-57.9% | $3,179-46.9% | $4,762-64.6% |
| Participant deferral / active EE | $4,848 | $5,164-6.1% | $4,168+16.3% | $5,850-17.1% |
| Admin fee / account holder | $1,538 | $8,462-81.8% | $7,088-78.3% | $11,596-86.7% |