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 6-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 | $29,011 | $62,573-53.6% | $85,682-66.1% | $85,850-66.2% |
| Participation rate | 82.1% | 61.1%+21.0pp | 69.9%+12.3pp | 69.3%+12.8pp |
| Annual return | 63.80% | 23.77%+40.0pp | 21.49%+42.3pp | 318.53%-254.7pp |
| Employer contribution / active EE | $3,064 | $1,757+74.4% | $2,618+17.0% | $2,565+19.5% |
| Participant deferral / active EE | $6,582 | $2,802+134.9% | $3,923+67.8% | $3,952+66.6% |
| Admin fee / account holder | $3,905 | $4,640-15.8% | $6,873-43.2% | $6,260-37.6% |