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 8-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 | $80,177 | $159,901-49.9% | $146,958-45.4% | $145,922-45.1% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.8pp | 80.3%+10.6pp |
| Annual return | 14.48% | 98.13%-83.6pp | 418.34%-403.9pp | 561.29%-546.8pp |
| Employer contribution / active EE | $2,976 | $5,286-43.7% | $4,933-39.7% | $4,660-36.1% |
| Participant deferral / active EE | $10,260 | $8,428+21.7% | $8,070+27.1% | $6,688+53.4% |
| Admin fee / account holder | $936 | $15,044-93.8% | $12,998-92.8% | $13,397-93.0% |