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 | $146,843 | $106,515+37.9% | $96,683+51.9% | $139,434+5.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 11.35% | 38.43%-27.1pp | 35.69%-24.3pp | 372.94%-361.6pp |
| Employer contribution / active EE | $14,254 | $4,103+247.4% | $3,737+281.5% | $4,751+200.0% |
| Participant deferral / active EE | $11,821 | $5,454+116.7% | $4,878+142.3% | $6,710+76.2% |
| Admin fee / account holder | $6,343 | $7,877-19.5% | $6,730-5.7% | $11,403-44.4% |