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 | $66,755 | $99,957-33.2% | $149,696-55.4% | $73,488-9.2% |
| Participation rate | 73.1% | 75.7%-2.6pp | 82.5%-9.3pp | 70.7%+2.5pp |
| Annual return | 40.25% | 53.87%-13.6pp | 276.60%-236.4pp | 28.51%+11.7pp |
| Employer contribution / active EE | $2,011 | $3,191-37.0% | $4,644-56.7% | $2,270-11.4% |
| Participant deferral / active EE | $15,139 | $6,073+149.3% | $6,842+121.3% | $3,740+304.8% |
| Admin fee / account holder | $8,922 | $551+1520.2% | $9,309-4.2% | $513+1639.0% |