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 | $29,609 | $138,065-78.6% | $123,544-76.0% | $135,375-78.1% |
| Participation rate | 95.5% | 84.7%+10.7pp | 82.3%+13.2pp | 82.6%+12.8pp |
| Annual return | 4.98% | 153.68%-148.7pp | 119.20%-114.2pp | 519.73%-514.8pp |
| Employer contribution / active EE | $3,765 | $5,151-26.9% | $4,628-18.6% | $4,779-21.2% |
| Participant deferral / active EE | $0 | $6,799-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,293 | $10,916-79.0% | $9,284-75.3% | $10,827-78.8% |