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 | $54,339 | $83,902-35.2% | $167,512-67.6% | $84,808-35.9% |
| Participation rate | 79.6% | 66.5%+13.2pp | 77.1%+2.6pp | 68.3%+11.3pp |
| Annual return | 17.93% | 91.55%-73.6pp | 1615.79%-1597.9pp | 40.90%-23.0pp |
| Employer contribution / active EE | $2,246 | $2,264-0.8% | $3,882-42.1% | $2,631-14.6% |
| Participant deferral / active EE | $7,149 | $4,442+60.9% | $6,405+11.6% | $4,212+69.7% |
| Admin fee / account holder | $7,141 | $7,915-9.8% | $9,769-26.9% | $7,344-2.8% |