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 | $75,177 | $202,432-62.9% | $169,368-55.6% | $139,434-46.1% |
| Participation rate | 88.2% | 81.1%+7.2pp | 77.1%+11.1pp | 80.3%+7.9pp |
| Annual return | 39.43% | 531.74%-492.3pp | 405.60%-366.2pp | 372.94%-333.5pp |
| Employer contribution / active EE | $4,386 | $4,692-6.5% | $4,013+9.3% | $4,751-7.7% |
| Participant deferral / active EE | $11,069 | $6,938+59.5% | $6,221+77.9% | $6,710+65.0% |
| Admin fee / account holder | $3,076 | $10,708-71.3% | $9,003-65.8% | $11,403-73.0% |