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 | $66,780 | $115,770-42.3% | $101,248-34.0% | $158,922-58.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 25.30% | 56.14%-30.8pp | 46.47%-21.2pp | 302.83%-277.5pp |
| Employer contribution / active EE | $2,257 | $4,175-45.9% | $3,660-38.3% | $4,761-52.6% |
| Participant deferral / active EE | $3,880 | $4,957-21.7% | $4,370-11.2% | $5,982-35.1% |
| Admin fee / account holder | $1,657 | $7,245-77.1% | $5,945-72.1% | $11,246-85.3% |