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 7-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 | $127,784 | $226,064-43.5% | $182,532-30.0% | $152,861-16.4% |
| Participation rate | 95.2% | 82.5%+12.8pp | 78.0%+17.3pp | 82.4%+12.8pp |
| Annual return | 19.57% | 192.51%-172.9pp | 148.54%-129.0pp | 345.32%-325.8pp |
| Employer contribution / active EE | $2,390 | $4,978-52.0% | $4,076-41.4% | $4,762-49.8% |
| Participant deferral / active EE | $4,220 | $6,368-33.7% | $5,524-23.6% | $5,850-27.9% |
| Admin fee / account holder | $6,424 | $10,703-40.0% | $8,592-25.2% | $11,596-44.6% |