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 | $128,224 | $152,587-16.0% | $125,175+2.4% | $152,861-16.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 21.98% | 54.84%-32.9pp | 43.79%-21.8pp | 345.32%-323.3pp |
| Employer contribution / active EE | $1,266 | $4,946-74.4% | $3,865-67.3% | $4,762-73.4% |
| Participant deferral / active EE | $5,435 | $5,868-7.4% | $4,937+10.1% | $5,850-7.1% |
| Admin fee / account holder | $1,397 | $13,434-89.6% | $9,702-85.6% | $11,596-88.0% |