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 | $82,482 | $144,119-42.8% | $117,854-30.0% | $147,584-44.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 17.36% | 531.15%-513.8pp | 335.08%-317.7pp | 578.55%-561.2pp |
| Employer contribution / active EE | $2,714 | $4,896-44.6% | $3,786-28.3% | $4,876-44.3% |
| Participant deferral / active EE | $7,135 | $5,316+34.2% | $4,482+59.2% | $5,439+31.2% |
| Admin fee / account holder | $1,377 | $10,886-87.3% | $8,020-82.8% | $10,885-87.3% |