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 | $13,741 | $114,047-88.0% | $96,139-85.7% | $167,490-91.8% |
| Participation rate | 83.3% | 75.1%+8.3pp | 68.4%+14.9pp | 82.1%+1.2pp |
| Annual return | 14.18% | 189.88%-175.7pp | 191.94%-177.8pp | 478.56%-464.4pp |
| Employer contribution / active EE | $1,252 | $3,427-63.5% | $2,797-55.2% | $4,837-74.1% |
| Participant deferral / active EE | $4,321 | $5,194-16.8% | $4,349-0.6% | $6,341-31.9% |
| Admin fee / account holder | $421 | $6,897-93.9% | $5,537-92.4% | $12,309-96.6% |