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 | $55,613 | $102,317-45.6% | $146,958-62.2% | $80,856-31.2% |
| Participation rate | 84.3% | 75.8%+8.4pp | 82.2%+2.1pp | 67.6%+16.6pp |
| Annual return | 18.29% | 134.76%-116.5pp | 418.34%-400.0pp | 35.59%-17.3pp |
| Employer contribution / active EE | $5,470 | $3,713+47.3% | $4,933+10.9% | $2,755+98.6% |
| Participant deferral / active EE | $11,911 | $6,644+79.3% | $8,070+47.6% | $4,296+177.3% |
| Admin fee / account holder | $3,272 | $7,941-58.8% | $12,998-74.8% | $6,918-52.7% |