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 | $26,478 | $202,432-86.9% | $169,368-84.4% | $139,434-81.0% |
| Participation rate | 88.9% | 81.1%+7.8pp | 77.1%+11.7pp | 80.3%+8.6pp |
| Annual return | 21.83% | 531.74%-509.9pp | 405.60%-383.8pp | 372.94%-351.1pp |
| Employer contribution / active EE | $2,375 | $4,692-49.4% | $4,013-40.8% | $4,751-50.0% |
| Participant deferral / active EE | $9,786 | $6,938+41.0% | $6,221+57.3% | $6,710+45.8% |
| Admin fee / account holder | $1,417 | $10,708-86.8% | $9,003-84.3% | $11,403-87.6% |