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 | $84,772 | $54,705+55.0% | $71,209+19.0% | $84,8080% |
| Participation rate | 85.7% | 64.1%+21.6pp | 73.8%+12.0pp | 68.3%+17.4pp |
| Annual return | 21.72% | 35.90%-14.2pp | 282.51%-260.8pp | 40.90%-19.2pp |
| Employer contribution / active EE | $2,755 | $2,158+27.6% | $2,721+1.2% | $2,631+4.7% |
| Participant deferral / active EE | $7,092 | $3,030+134.0% | $4,175+69.9% | $4,212+68.4% |
| Admin fee / account holder | $3,005 | $4,863-38.2% | $5,349-43.8% | $7,344-59.1% |