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 | $50,940 | $176,056-71.1% | $159,436-68.0% | $167,490-69.6% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 18.43% | 331.75%-313.3pp | 263.57%-245.1pp | 478.56%-460.1pp |
| Employer contribution / active EE | $1,701 | $5,297-67.9% | $4,829-64.8% | $4,837-64.8% |
| Participant deferral / active EE | $4,849 | $7,750-37.4% | $7,352-34.0% | $6,341-23.5% |
| Admin fee / account holder | $6,311 | $12,554-49.7% | $10,799-41.6% | $12,309-48.7% |