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 | $49,019 | $167,484-70.7% | $151,611-67.7% | $134,475-63.5% |
| Participation rate | 95.7% | 88.4%+7.3pp | 87.5%+8.2pp | 81.2%+14.4pp |
| Annual return | 204.49% | 7.80%+196.7pp | 3.33%+201.2pp | 417.96%-213.5pp |
| Employer contribution / active EE | $5,721 | $6,829-16.2% | $6,166-7.2% | $4,740+20.7% |
| Participant deferral / active EE | $12,170 | $8,986+35.4% | $8,363+45.5% | $6,400+90.2% |
| Admin fee / account holder | $1,131 | $13,783-91.8% | $11,616-90.3% | $11,426-90.1% |