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 | $67,556 | $197,591-65.8% | $177,821-62.0% | $158,922-57.5% |
| Participation rate | 78.6% | 88.5%-10.0pp | 87.7%-9.2pp | 82.0%-3.4pp |
| Annual return | 26.31% | 58.76%-32.4pp | 48.32%-22.0pp | 302.83%-276.5pp |
| Employer contribution / active EE | $11,182 | $6,697+67.0% | $5,918+88.9% | $4,761+134.9% |
| Participant deferral / active EE | $12,135 | $8,405+44.4% | $7,714+57.3% | $5,982+102.9% |
| Admin fee / account holder | $1,678 | $15,399-89.1% | $12,427-86.5% | $11,246-85.1% |