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 | $35,693 | $101,317-64.8% | $146,958-75.7% | $74,495-52.1% |
| Participation rate | 91.6% | 75.5%+16.1pp | 82.2%+9.4pp | 67.2%+24.4pp |
| Annual return | 14.01% | 8730.91%-8716.9pp | 418.34%-404.3pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $5,134 | $3,810+34.7% | $4,933+4.1% | $2,623+95.7% |
| Participant deferral / active EE | $7,618 | $7,303+4.3% | $8,070-5.6% | $4,346+75.3% |
| Admin fee / account holder | $2,626 | $1,739+51.0% | $12,998-79.8% | $1,942+35.3% |