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 | $38,735 | $148,534-73.9% | $135,903-71.5% | $139,434-72.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 28.29% | 79.19%-50.9pp | 68.23%-39.9pp | 372.94%-344.7pp |
| Employer contribution / active EE | $3,248 | $5,243-38.0% | $4,856-33.1% | $4,751-31.6% |
| Participant deferral / active EE | $8,343 | $8,100+3.0% | $7,758+7.5% | $6,710+24.3% |
| Admin fee / account holder | $841 | $12,400-93.2% | $10,762-92.2% | $11,403-92.6% |