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 | $86,890 | $74,888+16.0% | $71,209+22.0% | $142,382-39.0% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 15.29% | 345.14%-329.9pp | 282.51%-267.2pp | 217.08%-201.8pp |
| Employer contribution / active EE | $4,464 | $2,854+56.4% | $2,721+64.1% | $4,299+3.8% |
| Participant deferral / active EE | $7,886 | $4,454+77.0% | $4,175+88.9% | $6,507+21.2% |
| Admin fee / account holder | $17,906 | $5,568+221.6% | $5,349+234.8% | $12,624+41.8% |