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 | $69,845 | $111,814-37.5% | $103,374-32.4% | $145,959-52.1% |
| Participation rate | 93.3% | 77.9%+15.4pp | 74.5%+18.8pp | 80.3%+13.0pp |
| Annual return | 13.63% | 24.77%-11.1pp | 24.89%-11.3pp | 561.95%-548.3pp |
| Employer contribution / active EE | $3,994 | $4,214-5.2% | $3,869+3.2% | $4,661-14.3% |
| Participant deferral / active EE | $6,982 | $5,618+24.3% | $5,058+38.1% | $6,689+4.4% |
| Admin fee / account holder | $3,860 | $9,754-60.4% | $8,394-54.0% | $13,398-71.2% |