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 7-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 | $17,626 | $48,046-63.3% | $84,611-79.2% | $72,985-75.9% |
| Participation rate | 89.1% | 57.6%+31.5pp | 68.2%+20.8pp | 69.5%+19.6pp |
| Annual return | 73.62% | 37.38%+36.2pp | 258.74%-185.1pp | 81.00%-7.4pp |
| Employer contribution / active EE | $2,249 | $1,602+40.4% | $2,652-15.2% | $2,440-7.8% |
| Participant deferral / active EE | $4,088 | $2,680+52.5% | $3,899+4.9% | $3,607+13.3% |
| Admin fee / account holder | $355 | $3,395-89.5% | $4,912-92.8% | $5,124-93.1% |