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 | $117,176 | $209,832-44.2% | $189,513-38.2% | $167,490-30.0% |
| Participation rate | 90.5% | 88.7%+1.8pp | 87.8%+2.7pp | 82.1%+8.4pp |
| Annual return | 48.28% | 748.27%-700.0pp | 555.15%-506.9pp | 478.56%-430.3pp |
| Employer contribution / active EE | $2,805 | $6,914-59.4% | $6,162-54.5% | $4,837-42.0% |
| Participant deferral / active EE | $4,949 | $8,935-44.6% | $8,221-39.8% | $6,341-22.0% |
| Admin fee / account holder | $19,824 | $14,293+38.7% | $12,045+64.6% | $12,309+61.1% |