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 7-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 | $108,070 | $159,602-32.3% | $150,045-28.0% | $142,382-24.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.60% | 70.24%-50.6pp | 62.55%-43.0pp | 217.08%-197.5pp |
| Employer contribution / active EE | $8,918 | $4,961+79.8% | $4,693+90.0% | $4,299+107.4% |
| Participant deferral / active EE | $14,512 | $8,310+74.6% | $7,997+81.5% | $6,507+123.0% |
| Admin fee / account holder | $414 | $14,846-97.2% | $13,435-96.9% | $12,624-96.7% |