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 | $47,282 | $95,416-50.4% | $185,823-74.6% | $85,850-44.9% |
| Participation rate | 92.0% | 68.8%+23.2pp | 81.7%+10.3pp | 69.3%+22.7pp |
| Annual return | 16.32% | 23.59%-7.3pp | 122.05%-105.7pp | 318.53%-302.2pp |
| Employer contribution / active EE | $6,145 | $3,314+85.4% | $5,167+18.9% | $2,565+139.6% |
| Participant deferral / active EE | $3,717 | $3,423+8.6% | $5,568-33.2% | $3,952-5.9% |
| Admin fee / account holder | $990 | $7,213-86.3% | $16,237-93.9% | $6,260-84.2% |