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 10-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 | $91,008 | $210,648-56.8% | $177,989-48.9% | $145,922-37.6% |
| Participation rate | 94.1% | 80.8%+13.4pp | 77.1%+17.0pp | 80.3%+13.8pp |
| Annual return | 11.60% | 385.86%-374.3pp | 294.48%-282.9pp | 561.29%-549.7pp |
| Employer contribution / active EE | $2,330 | $4,565-49.0% | $3,949-41.0% | $4,660-50.0% |
| Participant deferral / active EE | $2,522 | $6,958-63.7% | $6,276-59.8% | $6,688-62.3% |
| Admin fee / account holder | $4,713 | $12,013-60.8% | $10,363-54.5% | $13,397-64.8% |