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 | $25,625 | $115,770-77.9% | $101,248-74.7% | $158,922-83.9% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 25.22% | 56.14%-30.9pp | 46.47%-21.3pp | 302.83%-277.6pp |
| Employer contribution / active EE | $2,844 | $4,175-31.9% | $3,660-22.3% | $4,761-40.3% |
| Participant deferral / active EE | $6,805 | $4,957+37.3% | $4,370+55.7% | $5,982+13.8% |
| Admin fee / account holder | $8,411 | $7,245+16.1% | $5,945+41.5% | $11,246-25.2% |