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 8-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 | $55,440 | $102,317-45.8% | $146,958-62.3% | $80,856-31.4% |
| Participation rate | 96.7% | 75.8%+20.8pp | 82.2%+14.5pp | 67.6%+29.0pp |
| Annual return | 13.37% | 134.76%-121.4pp | 418.34%-405.0pp | 35.59%-22.2pp |
| Employer contribution / active EE | $4,006 | $3,713+7.9% | $4,933-18.8% | $2,755+45.4% |
| Participant deferral / active EE | $12,439 | $6,644+87.2% | $8,070+54.1% | $4,296+189.6% |
| Admin fee / account holder | $6,177 | $7,941-22.2% | $12,998-52.5% | $6,918-10.7% |