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 6-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 | $52,194 | $102,317-49.0% | $146,958-64.5% | $80,856-35.4% |
| Participation rate | 80.4% | 75.8%+4.5pp | 82.2%-1.8pp | 67.6%+12.7pp |
| Annual return | 13.11% | 134.76%-121.7pp | 418.34%-405.2pp | 35.59%-22.5pp |
| Employer contribution / active EE | $3,227 | $3,713-13.1% | $4,933-34.6% | $2,755+17.2% |
| Participant deferral / active EE | $8,242 | $6,644+24.1% | $8,070+2.1% | $4,296+91.9% |
| Admin fee / account holder | $809 | $7,941-89.8% | $12,998-93.8% | $6,918-88.3% |