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 | $66,749 | $103,376-35.4% | $87,100-23.4% | $152,861-56.3% |
| Participation rate | 92.9% | 79.3%+13.5pp | 76.9%+16.0pp | 82.4%+10.4pp |
| Annual return | 80.86% | 28.10%+52.8pp | 28.19%+52.7pp | 345.32%-264.5pp |
| Employer contribution / active EE | $3,720 | $3,220+15.5% | $2,521+47.6% | $4,762-21.9% |
| Participant deferral / active EE | $7,771 | $4,778+62.6% | $4,049+91.9% | $5,850+32.8% |
| Admin fee / account holder | $1,404 | $12,205-88.5% | $7,497-81.3% | $11,596-87.9% |