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 | $70,923 | $239,571-70.4% | $183,328-61.3% | $137,256-48.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 29.88% | 35.69%-5.8pp | 29.67%+0.2pp | 220.34%-190.5pp |
| Employer contribution / active EE | $12,232 | $6,148+99.0% | $5,055+142.0% | $4,156+194.3% |
| Participant deferral / active EE | $20,451 | $7,995+155.8% | $6,795+201.0% | $6,407+219.2% |
| Admin fee / account holder | $5,505 | $30,059-81.7% | $21,427-74.3% | $12,270-55.1% |