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 | $42,127 | $98,750-57.3% | $149,696-71.9% | $79,858-47.2% |
| Participation rate | 96.9% | 75.8%+21.1pp | 82.5%+14.4pp | 69.6%+27.2pp |
| Annual return | 22.78% | 27.43%-4.7pp | 276.60%-253.8pp | 31.71%-8.9pp |
| Employer contribution / active EE | $3,937 | $3,216+22.4% | $4,644-15.2% | $2,471+59.4% |
| Participant deferral / active EE | $10,524 | $5,680+85.3% | $6,842+53.8% | $3,740+181.4% |
| Admin fee / account holder | $886 | $6,053-85.4% | $9,309-90.5% | $5,306-83.3% |