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 | $88,130 | $175,202-49.7% | $149,673-41.1% | $139,434-36.8% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 15.17% | 166.71%-151.5pp | 134.42%-119.2pp | 372.94%-357.8pp |
| Employer contribution / active EE | $1,820 | $5,474-66.8% | $4,818-62.2% | $4,751-61.7% |
| Participant deferral / active EE | $2,374 | $6,519-63.6% | $5,680-58.2% | $6,710-64.6% |
| Admin fee / account holder | $1,188 | $16,150-92.6% | $13,210-91.0% | $11,403-89.6% |