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 9-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 | $64,505 | $54,705+17.9% | $71,209-9.4% | $84,808-23.9% |
| Participation rate | 94.0% | 64.1%+29.9pp | 73.8%+20.2pp | 68.3%+25.7pp |
| Annual return | 16.67% | 35.90%-19.2pp | 282.51%-265.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $1,945 | $2,158-9.9% | $2,721-28.5% | $2,631-26.1% |
| Participant deferral / active EE | $6,195 | $3,030+104.4% | $4,175+48.4% | $4,212+47.1% |
| Admin fee / account holder | $3,535 | $4,863-27.3% | $5,349-33.9% | $7,344-51.9% |