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 | $40,505 | $95,803-57.7% | $113,168-64.2% | $84,808-52.2% |
| Participation rate | 78.4% | 72.9%+5.5pp | 76.6%+1.8pp | 68.3%+10.1pp |
| Annual return | 91.93% | 25.00%+66.9pp | 24.27%+67.7pp | 40.90%+51.0pp |
| Employer contribution / active EE | $4,773 | $2,360+102.3% | $2,975+60.4% | $2,631+81.4% |
| Participant deferral / active EE | $18,430 | $4,242+334.5% | $5,107+260.9% | $4,212+337.6% |
| Admin fee / account holder | $6,731 | $8,989-25.1% | $12,068-44.2% | $7,344-8.3% |