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 | $34,798 | $109,817-68.3% | $98,442-64.7% | $167,490-79.2% |
| Participation rate | 83.3% | 75.8%+7.5pp | 73.3%+10.0pp | 82.1%+1.2pp |
| Annual return | 11.43% | 1956.69%-1945.3pp | 1492.73%-1481.3pp | 478.56%-467.1pp |
| Employer contribution / active EE | $2,742 | $3,224-15.0% | $2,960-7.4% | $4,837-43.3% |
| Participant deferral / active EE | $9,406 | $4,673+101.3% | $4,276+120.0% | $6,341+48.3% |
| Admin fee / account holder | $474 | $6,753-93.0% | $5,949-92.0% | $12,309-96.2% |