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 | $100,346 | $209,411-52.1% | $178,490-43.8% | $158,922-36.9% |
| Participation rate | 70.0% | 86.3%-16.3pp | 81.9%-11.9pp | 82.0%-12.0pp |
| Annual return | 22.28% | 188.75%-166.5pp | 151.07%-128.8pp | 302.83%-280.5pp |
| Employer contribution / active EE | $2,756 | $5,706-51.7% | $5,011-45.0% | $4,761-42.1% |
| Participant deferral / active EE | $8,688 | $5,954+45.9% | $5,202+67.0% | $5,982+45.2% |
| Admin fee / account holder | $6,713 | $17,074-60.7% | $13,984-52.0% | $11,246-40.3% |