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 | $36,655 | $117,859-68.9% | $102,438-64.2% | $145,959-74.9% |
| Participation rate | 91.7% | 78.6%+13.1pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 13.64% | 31.72%-18.1pp | 29.37%-15.7pp | 561.95%-548.3pp |
| Employer contribution / active EE | $2,351 | $3,615-35.0% | $3,024-22.2% | $4,661-49.6% |
| Participant deferral / active EE | $4,852 | $5,732-15.4% | $5,054-4.0% | $6,689-27.5% |
| Admin fee / account holder | $4,005 | $13,318-69.9% | $9,448-57.6% | $13,398-70.1% |