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 | $84,535 | $74,888+12.9% | $71,209+18.7% | $142,382-40.6% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.8%-3.8pp | 80.1%-10.1pp |
| Annual return | 20.02% | 345.14%-325.1pp | 282.51%-262.5pp | 217.08%-197.1pp |
| Employer contribution / active EE | $2,669 | $2,854-6.5% | $2,721-1.9% | $4,299-37.9% |
| Participant deferral / active EE | $5,167 | $4,454+16.0% | $4,175+23.8% | $6,507-20.6% |
| Admin fee / account holder | $752 | $5,568-86.5% | $5,349-86.0% | $12,624-94.0% |