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 7-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 | $41,328 | $102,317-59.6% | $146,958-71.9% | $80,856-48.9% |
| Participation rate | 93.1% | 75.8%+17.3pp | 82.2%+10.9pp | 67.6%+25.5pp |
| Annual return | 13.46% | 134.76%-121.3pp | 418.34%-404.9pp | 35.59%-22.1pp |
| Employer contribution / active EE | $3,657 | $3,713-1.5% | $4,933-25.9% | $2,755+32.7% |
| Participant deferral / active EE | $8,381 | $6,644+26.2% | $8,070+3.9% | $4,296+95.1% |
| Admin fee / account holder | $5,194 | $7,941-34.6% | $12,998-60.0% | $6,918-24.9% |