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 | $170,800 | $133,922+27.5% | $116,228+47.0% | $142,382+20.0% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.6%+0.4pp | 80.1%-5.1pp |
| Annual return | 13.70% | 147.76%-134.1pp | 90.06%-76.4pp | 217.08%-203.4pp |
| Employer contribution / active EE | $3,668 | $3,446+6.5% | $2,994+22.5% | $4,299-14.7% |
| Participant deferral / active EE | $11,361 | $5,672+100.3% | $4,953+129.4% | $6,507+74.6% |
| Admin fee / account holder | $15,815 | $14,945+5.8% | $11,989+31.9% | $12,624+25.3% |