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 | $38,011 | $112,881-66.3% | $90,951-58.2% | $158,922-76.1% |
| Participation rate | 85.7% | 74.7%+11.0pp | 69.0%+16.7pp | 82.0%+3.8pp |
| Annual return | 15.68% | 215.79%-200.1pp | 134.60%-118.9pp | 302.83%-287.1pp |
| Employer contribution / active EE | $2,708 | $2,893-6.4% | $2,122+27.6% | $4,761-43.1% |
| Participant deferral / active EE | $4,421 | $4,128+7.1% | $3,373+31.1% | $5,982-26.1% |
| Admin fee / account holder | $4,156 | $8,041-48.3% | $5,959-30.3% | $11,246-63.0% |