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 | $68,483 | $90,600-24.4% | $79,464-13.8% | $135,375-49.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 5.09% | 977.43%-972.3pp | 718.14%-713.0pp | 519.73%-514.6pp |
| Employer contribution / active EE | $2,626 | $3,068-14.4% | $2,800-6.2% | $4,779-45.1% |
| Participant deferral / active EE | $3,823 | $4,050-5.6% | $3,704+3.2% | $5,609-31.8% |
| Admin fee / account holder | $3,135 | $5,907-46.9% | $5,113-38.7% | $10,827-71.0% |