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 | $56,228 | $152,587-63.2% | $125,175-55.1% | $152,861-63.2% |
| Participation rate | 71.4% | 83.3%-11.9pp | 79.8%-8.4pp | 82.4%-11.0pp |
| Annual return | 26.97% | 54.84%-27.9pp | 43.79%-16.8pp | 345.32%-318.3pp |
| Employer contribution / active EE | $2,229 | $4,946-54.9% | $3,865-42.3% | $4,762-53.2% |
| Participant deferral / active EE | $8,447 | $5,868+44.0% | $4,937+71.1% | $5,850+44.4% |
| Admin fee / account holder | $798 | $13,434-94.1% | $9,702-91.8% | $11,596-93.1% |