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 7-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 | $65,172 | $90,348-27.9% | $75,972-14.2% | $145,922-55.3% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.1%+18.4pp | 80.3%+7.2pp |
| Annual return | 14.79% | 620.88%-606.1pp | 359.55%-344.8pp | 561.29%-546.5pp |
| Employer contribution / active EE | $4,505 | $3,311+36.0% | $2,685+67.8% | $4,660-3.3% |
| Participant deferral / active EE | $6,427 | $5,162+24.5% | $4,255+51.0% | $6,688-3.9% |
| Admin fee / account holder | $2,146 | $8,467-74.7% | $6,467-66.8% | $13,397-84.0% |