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 | $43,907 | $102,382-57.1% | $147,005-70.1% | $80,874-45.7% |
| Participation rate | 70.0% | 75.8%-5.8pp | 82.2%-12.2pp | 67.6%+2.4pp |
| Annual return | 16.50% | 134.89%-118.4pp | 418.76%-402.3pp | 35.62%-19.1pp |
| Employer contribution / active EE | $3,072 | $3,715-17.3% | $4,934-37.8% | $2,756+11.5% |
| Participant deferral / active EE | $4,581 | $6,646-31.1% | $8,070-43.2% | $4,297+6.6% |
| Admin fee / account holder | $937 | $7,942-88.2% | $13,006-92.8% | $6,935-86.5% |