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 10-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 | $58,139 | $107,934-46.1% | $91,989-36.8% | $152,861-62.0% |
| Participation rate | 72.7% | 81.2%-8.5pp | 78.6%-5.9pp | 82.4%-9.7pp |
| Annual return | 22.20% | 89.24%-67.0pp | 69.02%-46.8pp | 345.32%-323.1pp |
| Employer contribution / active EE | $3,719 | $4,210-11.7% | $3,452+7.7% | $4,762-21.9% |
| Participant deferral / active EE | $9,547 | $6,364+50.0% | $5,923+61.2% | $5,850+63.2% |
| Admin fee / account holder | $6,236 | $10,520-40.7% | $7,743-19.5% | $11,596-46.2% |