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 | $72,964 | $85,022-14.2% | $70,515+3.5% | $139,434-47.7% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 18.61% | 30.38%-11.8pp | 32.77%-14.2pp | 372.94%-354.3pp |
| Employer contribution / active EE | $2,161 | $3,909-44.7% | $2,973-27.3% | $4,751-54.5% |
| Participant deferral / active EE | $9,041 | $5,890+53.5% | $4,567+98.0% | $6,710+34.7% |
| Admin fee / account holder | $5,453 | $8,906-38.8% | $6,412-15.0% | $11,403-52.2% |