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 8-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 | $31,159 | $48,795-36.1% | $65,493-52.4% | $84,808-63.3% |
| Participation rate | 81.8% | 67.0%+14.8pp | 73.1%+8.7pp | 68.3%+13.5pp |
| Annual return | 12.42% | 20.20%-7.8pp | 982.45%-970.0pp | 40.90%-28.5pp |
| Employer contribution / active EE | $1,812 | $1,930-6.1% | $2,574-29.6% | $2,631-31.1% |
| Participant deferral / active EE | $3,768 | $2,928+28.7% | $3,961-4.9% | $4,212-10.5% |
| Admin fee / account holder | $1,588 | $3,877-59.0% | $5,028-68.4% | $7,344-78.4% |