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 | $96,726 | $159,901-39.5% | $146,958-34.2% | $145,922-33.7% |
| Participation rate | 78.9% | 84.0%-5.0pp | 82.2%-3.2pp | 80.3%-1.3pp |
| Annual return | 20.26% | 98.13%-77.9pp | 418.34%-398.1pp | 561.29%-541.0pp |
| Employer contribution / active EE | $3,520 | $5,286-33.4% | $4,933-28.6% | $4,660-24.4% |
| Participant deferral / active EE | $9,461 | $8,428+12.3% | $8,070+17.2% | $6,688+41.5% |
| Admin fee / account holder | $9,875 | $15,044-34.4% | $12,998-24.0% | $13,397-26.3% |