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 | $101,240 | $126,574-20.0% | $106,213-4.7% | $145,922-30.6% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 9.22% | 224.79%-215.6pp | 116.14%-106.9pp | 561.29%-552.1pp |
| Employer contribution / active EE | $6,474 | $3,730+73.5% | $3,171+104.1% | $4,660+38.9% |
| Participant deferral / active EE | $9,000 | $5,724+57.2% | $5,016+79.4% | $6,688+34.6% |
| Admin fee / account holder | $740 | $17,304-95.7% | $11,033-93.3% | $13,397-94.5% |