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 | $104,163 | $85,202+22.3% | $172,739-39.7% | $72,985+42.7% |
| Participation rate | 78.6% | 70.1%+8.5pp | 82.6%-4.1pp | 69.5%+9.1pp |
| Annual return | 40.34% | 27.32%+13.0pp | 802.84%-762.5pp | 81.00%-40.7pp |
| Employer contribution / active EE | $2,143 | $3,324-35.5% | $5,143-58.3% | $2,440-12.2% |
| Participant deferral / active EE | $4,853 | $3,260+48.9% | $5,198-6.6% | $3,607+34.5% |
| Admin fee / account holder | $1,948 | $5,884-66.9% | $13,954-86.0% | $5,124-62.0% |