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 9-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 | $63,199 | $96,635-34.6% | $86,612-27.0% | $139,434-54.7% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | 17.20% | 106.41%-89.2pp | 591.07%-573.9pp | 372.94%-355.7pp |
| Employer contribution / active EE | $3,510 | $3,263+7.6% | $3,022+16.1% | $4,751-26.1% |
| Participant deferral / active EE | $9,199 | $4,836+90.2% | $4,438+107.3% | $6,710+37.1% |
| Admin fee / account holder | $3,207 | $6,408-49.9% | $5,614-42.9% | $11,403-71.9% |