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 | $68,671 | $165,335-58.5% | $149,696-54.1% | $158,922-56.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 33.02% | 348.15%-315.1pp | 276.60%-243.6pp | 302.83%-269.8pp |
| Employer contribution / active EE | $3,725 | $5,103-27.0% | $4,644-19.8% | $4,761-21.8% |
| Participant deferral / active EE | $11,241 | $7,181+56.5% | $6,842+64.3% | $5,982+87.9% |
| Admin fee / account holder | $1,653 | $10,807-84.7% | $9,309-82.2% | $11,246-85.3% |