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 | $86,964 | $180,749-51.9% | $160,784-45.9% | $137,256-36.6% |
| Participation rate | 93.3% | 80.0%+13.4pp | 77.0%+16.4pp | 80.0%+13.4pp |
| Annual return | 18.45% | 2234.46%-2216.0pp | 1803.92%-1785.5pp | 220.34%-201.9pp |
| Employer contribution / active EE | $4,010 | $4,155-3.5% | $3,733+7.4% | $4,156-3.5% |
| Participant deferral / active EE | $6,941 | $6,844+1.4% | $6,293+10.3% | $6,407+8.3% |
| Admin fee / account holder | $8,425 | $10,397-19.0% | $9,717-13.3% | $12,270-31.3% |