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 | $55,868 | $226,064-75.3% | $182,532-69.4% | $152,861-63.5% |
| Participation rate | 78.6% | 82.5%-3.9pp | 78.0%+0.6pp | 82.4%-3.9pp |
| Annual return | 12.14% | 192.51%-180.4pp | 148.54%-136.4pp | 345.32%-333.2pp |
| Employer contribution / active EE | $1,628 | $4,978-67.3% | $4,076-60.1% | $4,762-65.8% |
| Participant deferral / active EE | $3,537 | $6,368-44.5% | $5,524-36.0% | $5,850-39.5% |
| Admin fee / account holder | $2,462 | $10,703-77.0% | $8,592-71.3% | $11,596-78.8% |