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 | $63,610 | $209,411-69.6% | $178,490-64.4% | $158,922-60.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.35% | 188.75%-169.4pp | 151.07%-131.7pp | 302.83%-283.5pp |
| Employer contribution / active EE | $4,645 | $5,706-18.6% | $5,011-7.3% | $4,761-2.4% |
| Participant deferral / active EE | $5,054 | $5,954-15.1% | $5,202-2.8% | $5,982-15.5% |
| Admin fee / account holder | $359 | $17,074-97.9% | $13,984-97.4% | $11,246-96.8% |