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 6-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 | $136,229 | $202,432-32.7% | $169,368-19.6% | $139,434-2.3% |
| Participation rate | 81.8% | 81.1%+0.8pp | 77.1%+4.7pp | 80.3%+1.5pp |
| Annual return | 15.68% | 531.74%-516.1pp | 405.60%-389.9pp | 372.94%-357.3pp |
| Employer contribution / active EE | $4,619 | $4,692-1.6% | $4,013+15.1% | $4,751-2.8% |
| Participant deferral / active EE | $11,488 | $6,938+65.6% | $6,221+84.7% | $6,710+71.2% |
| Admin fee / account holder | $671 | $10,708-93.7% | $9,003-92.6% | $11,403-94.1% |