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 6-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 | $38,996 | $61,605-36.7% | $112,229-65.3% | $75,163-48.1% |
| Participation rate | 92.0% | 61.7%+30.3pp | 72.4%+19.6pp | 67.2%+24.8pp |
| Annual return | 64.26% | 28.47%+35.8pp | 30.20%+34.1pp | 160.62%-96.4pp |
| Employer contribution / active EE | $7,601 | $2,015+277.2% | $3,430+121.6% | $2,670+184.7% |
| Participant deferral / active EE | $9,025 | $3,108+190.4% | $4,798+88.1% | $4,125+118.8% |
| Admin fee / account holder | $376 | $4,862-92.3% | $7,748-95.1% | $5,651-93.3% |