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 6-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 | $53,843 | $109,817-51.0% | $98,442-45.3% | $167,490-67.9% |
| Participation rate | 90.0% | 75.8%+14.2pp | 73.3%+16.7pp | 82.1%+7.9pp |
| Annual return | 17.37% | 1956.69%-1939.3pp | 1492.73%-1475.4pp | 478.56%-461.2pp |
| Employer contribution / active EE | $5,966 | $3,224+85.0% | $2,960+101.6% | $4,837+23.3% |
| Participant deferral / active EE | $6,707 | $4,673+43.5% | $4,276+56.8% | $6,341+5.8% |
| Admin fee / account holder | $4,252 | $6,753-37.0% | $5,949-28.5% | $12,309-65.5% |