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 | $53,516 | $148,534-64.0% | $135,903-60.6% | $139,434-61.6% |
| Participation rate | 95.0% | 83.9%+11.1pp | 81.9%+13.1pp | 80.3%+14.7pp |
| Annual return | 30.23% | 79.19%-49.0pp | 68.23%-38.0pp | 372.94%-342.7pp |
| Employer contribution / active EE | $1,288 | $5,243-75.4% | $4,856-73.5% | $4,751-72.9% |
| Participant deferral / active EE | $8,256 | $8,100+1.9% | $7,758+6.4% | $6,710+23.0% |
| Admin fee / account holder | $15,633 | $12,400+26.1% | $10,762+45.3% | $11,403+37.1% |