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 | $39,706 | $98,750-59.8% | $149,696-73.5% | $79,858-50.3% |
| Participation rate | 84.4% | 75.8%+8.6pp | 82.5%+1.9pp | 69.6%+14.7pp |
| Annual return | 20.35% | 27.43%-7.1pp | 276.60%-256.3pp | 31.71%-11.4pp |
| Employer contribution / active EE | $7,093 | $3,216+120.5% | $4,644+52.7% | $2,471+187.1% |
| Participant deferral / active EE | $4,644 | $5,680-18.2% | $6,842-32.1% | $3,740+24.2% |
| Admin fee / account holder | $849 | $6,053-86.0% | $9,309-90.9% | $5,306-84.0% |