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 | $122,474 | $202,432-39.5% | $169,368-27.7% | $139,434-12.2% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 13.08% | 531.74%-518.7pp | 405.60%-392.5pp | 372.94%-359.9pp |
| Employer contribution / active EE | $29,782 | $4,692+534.7% | $4,013+642.2% | $4,751+526.9% |
| Participant deferral / active EE | $20,625 | $6,938+197.3% | $6,221+231.5% | $6,710+207.4% |
| Admin fee / account holder | $413 | $10,708-96.1% | $9,003-95.4% | $11,403-96.4% |