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 8-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 | $81,557 | $210,408-61.2% | $153,485-46.9% | $145,922-44.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.35% | 13.37%-4.0pp | 15.65%-6.3pp | 561.29%-551.9pp |
| Employer contribution / active EE | $2,620 | $6,048-56.7% | $5,039-48.0% | $4,660-43.8% |
| Participant deferral / active EE | $9,052 | $7,975+13.5% | $6,757+34.0% | $6,688+35.4% |
| Admin fee / account holder | $791 | $19,419-95.9% | $12,724-93.8% | $13,397-94.1% |