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 | $61,165 | $102,317-40.2% | $146,958-58.4% | $80,856-24.4% |
| Participation rate | 84.3% | 75.8%+8.5pp | 82.2%+2.2pp | 67.6%+16.7pp |
| Annual return | 13.66% | 134.76%-121.1pp | 418.34%-404.7pp | 35.59%-21.9pp |
| Employer contribution / active EE | $3,097 | $3,713-16.6% | $4,933-37.2% | $2,755+12.4% |
| Participant deferral / active EE | $7,642 | $6,644+15.0% | $8,070-5.3% | $4,296+77.9% |
| Admin fee / account holder | $5,288 | $7,941-33.4% | $12,998-59.3% | $6,918-23.6% |