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 | $123,806 | $102,382+20.9% | $147,005-15.8% | $80,874+53.1% |
| Participation rate | 76.9% | 75.8%+1.1pp | 82.2%-5.2pp | 67.6%+9.3pp |
| Annual return | 34.36% | 134.89%-100.5pp | 418.76%-384.4pp | 35.62%-1.3pp |
| Employer contribution / active EE | $5,985 | $3,715+61.1% | $4,934+21.3% | $2,756+117.2% |
| Participant deferral / active EE | $12,148 | $6,646+82.8% | $8,070+50.5% | $4,297+182.7% |
| Admin fee / account holder | $1,156 | $7,942-85.4% | $13,006-91.1% | $6,935-83.3% |