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 7-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 | $25,019 | $107,334-76.7% | $92,893-73.1% | $152,861-83.6% |
| Participation rate | 70.0% | 79.8%-9.8pp | 76.0%-6.0pp | 82.4%-12.4pp |
| Annual return | 131.51% | 145.58%-14.1pp | 109.41%+22.1pp | 345.32%-213.8pp |
| Employer contribution / active EE | $1,623 | $4,221-61.5% | $3,653-55.6% | $4,762-65.9% |
| Participant deferral / active EE | $4,649 | $4,845-4.0% | $4,236+9.7% | $5,850-20.5% |
| Admin fee / account holder | $1,205 | $7,079-83.0% | $5,794-79.2% | $11,596-89.6% |