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 | $143,823 | $209,411-31.3% | $178,490-19.4% | $158,922-9.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.28% | 188.75%-181.5pp | 151.07%-143.8pp | 302.83%-295.5pp |
| Employer contribution / active EE | $8,697 | $5,706+52.4% | $5,011+73.6% | $4,761+82.7% |
| Participant deferral / active EE | $9,214 | $5,954+54.8% | $5,202+77.1% | $5,982+54.0% |
| Admin fee / account holder | $1,171 | $17,074-93.1% | $13,984-91.6% | $11,246-89.6% |