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 | $34,606 | $115,770-70.1% | $101,248-65.8% | $158,922-78.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 28.88% | 56.14%-27.3pp | 46.47%-17.6pp | 302.83%-273.9pp |
| Employer contribution / active EE | $3,853 | $4,175-7.7% | $3,660+5.3% | $4,761-19.1% |
| Participant deferral / active EE | $16,150 | $4,957+225.8% | $4,370+269.6% | $5,982+170.0% |
| Admin fee / account holder | $3,655 | $7,245-49.5% | $5,945-38.5% | $11,246-67.5% |