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 6-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 | $80,774 | $138,044-41.5% | $125,339-35.6% | $134,475-39.9% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | 12.27% | 750.33%-738.1pp | 572.05%-559.8pp | 417.96%-405.7pp |
| Employer contribution / active EE | $4,085 | $5,243-22.1% | $4,814-15.1% | $4,740-13.8% |
| Participant deferral / active EE | $8,425 | $7,799+8.0% | $7,446+13.1% | $6,400+31.6% |
| Admin fee / account holder | $8,132 | $11,571-29.7% | $10,010-18.8% | $11,426-28.8% |