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 | $47,424 | $60,124-21.1% | $90,404-47.5% | $79,858-40.6% |
| Participation rate | 72.7% | 65.0%+7.7pp | 72.7%0pp | 69.6%+3.1pp |
| Annual return | 29.58% | 71.94%-42.4pp | 1293.02%-1263.4pp | 31.71%-2.1pp |
| Employer contribution / active EE | $2,232 | $2,068+8.0% | $3,262-31.6% | $2,471-9.7% |
| Participant deferral / active EE | $3,616 | $2,938+23.1% | $3,963-8.8% | $3,740-3.3% |
| Admin fee / account holder | $1,076 | $3,976-72.9% | $5,611-80.8% | $5,306-79.7% |