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 8-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 | $56,383 | $81,208-30.6% | $98,907-43.0% | $79,858-29.4% |
| Participation rate | 88.1% | 72.5%+15.6pp | 76.0%+12.1pp | 69.6%+18.5pp |
| Annual return | 30.65% | 60.99%-30.3pp | 196.43%-165.8pp | 31.71%-1.1pp |
| Employer contribution / active EE | $6,868 | $1,960+250.5% | $2,689+155.4% | $2,471+178.0% |
| Participant deferral / active EE | $12,286 | $3,265+276.3% | $4,244+189.5% | $3,740+228.5% |
| Admin fee / account holder | $7,220 | $6,013+20.1% | $6,642+8.7% | $5,306+36.1% |