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 | $52,173 | $157,256-66.8% | $141,162-63.0% | $152,861-65.9% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.4%-4.7pp |
| Annual return | 62.11% | 64.32%-2.2pp | 71.39%-9.3pp | 345.32%-283.2pp |
| Employer contribution / active EE | $3,180 | $5,261-39.5% | $4,735-32.8% | $4,762-33.2% |
| Participant deferral / active EE | $9,711 | $7,109+36.6% | $6,709+44.7% | $5,850+66.0% |
| Admin fee / account holder | $2,208 | $12,120-81.8% | $10,261-78.5% | $11,596-81.0% |