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 | $55,300 | $93,346-40.8% | $71,796-23.0% | $273,961-79.8% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.1%+5.9pp | 83.0%-8.0pp |
| Annual return | 256.35% | 130.39%+126.0pp | 78.04%+178.3pp | 41.45%+214.9pp |
| Employer contribution / active EE | $1,236 | $2,733-54.8% | $1,924-35.8% | $4,869-74.6% |
| Participant deferral / active EE | $7,375 | $3,475+112.2% | $2,794+163.9% | $5,287+39.5% |
| Admin fee / account holder | $1,493 | $6,571-77.3% | $4,815-69.0% | $10,132-85.3% |