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 | $38,798 | $159,901-75.7% | $146,958-73.6% | $145,922-73.4% |
| Participation rate | 78.9% | 84.0%-5.0pp | 82.2%-3.2pp | 80.3%-1.3pp |
| Annual return | 38.03% | 98.13%-60.1pp | 418.34%-380.3pp | 561.29%-523.3pp |
| Employer contribution / active EE | $2,763 | $5,286-47.7% | $4,933-44.0% | $4,660-40.7% |
| Participant deferral / active EE | $6,859 | $8,428-18.6% | $8,070-15.0% | $6,688+2.6% |
| Admin fee / account holder | $2,278 | $15,044-84.9% | $12,998-82.5% | $13,397-83.0% |