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 | $160,018 | $112,096+42.8% | $95,952+66.8% | $158,922+0.7% |
| Participation rate | 76.9% | 79.0%-2.1pp | 77.1%-0.2pp | 82.0%-5.0pp |
| Annual return | 18.01% | 171.09%-153.1pp | 91.61%-73.6pp | 302.83%-284.8pp |
| Employer contribution / active EE | $1,875 | $3,198-41.4% | $2,541-26.2% | $4,761-60.6% |
| Participant deferral / active EE | $2,261 | $4,784-52.7% | $4,167-45.7% | $5,982-62.2% |
| Admin fee / account holder | $1,181 | $10,130-88.3% | $6,795-82.6% | $11,246-89.5% |