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 | $39,993 | $177,572-77.5% | $154,803-74.2% | $142,382-71.9% |
| Participation rate | 77.3% | 82.1%-4.8pp | 78.1%-0.8pp | 80.1%-2.8pp |
| Annual return | 53.93% | 65.07%-11.1pp | 58.88%-4.9pp | 217.08%-163.1pp |
| Employer contribution / active EE | $1,833 | $4,810-61.9% | $4,305-57.4% | $4,299-57.4% |
| Participant deferral / active EE | $3,747 | $6,272-40.2% | $5,540-32.4% | $6,507-42.4% |
| Admin fee / account holder | $14,800 | $16,786-11.8% | $14,329+3.3% | $12,624+17.2% |