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 | $52,962 | $109,881-51.8% | $150,045-64.7% | $84,808-37.6% |
| Participation rate | 88.5% | 76.1%+12.4pp | 82.3%+6.2pp | 68.3%+20.2pp |
| Annual return | 85.80% | 28.25%+57.6pp | 62.55%+23.2pp | 40.90%+44.9pp |
| Employer contribution / active EE | $6,073 | $3,561+70.5% | $4,693+29.4% | $2,631+130.8% |
| Participant deferral / active EE | $6,052 | $6,636-8.8% | $7,997-24.3% | $4,212+43.7% |
| Admin fee / account holder | $3,808 | $8,568-55.6% | $13,435-71.7% | $7,344-48.1% |