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 | $152,730 | $210,648-27.5% | $177,989-14.2% | $145,922+4.7% |
| Participation rate | 92.9% | 80.8%+12.1pp | 77.1%+15.8pp | 80.3%+12.6pp |
| Annual return | 15.24% | 385.86%-370.6pp | 294.48%-279.2pp | 561.29%-546.1pp |
| Employer contribution / active EE | $3,630 | $4,565-20.5% | $3,949-8.1% | $4,660-22.1% |
| Participant deferral / active EE | $9,431 | $6,958+35.5% | $6,276+50.3% | $6,688+41.0% |
| Admin fee / account holder | $409 | $12,013-96.6% | $10,363-96.1% | $13,397-96.9% |