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 7-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 | $56,763 | $175,202-67.6% | $149,673-62.1% | $139,434-59.3% |
| Participation rate | 95.8% | 83.4%+12.5pp | 78.8%+17.1pp | 80.3%+15.5pp |
| Annual return | 18.09% | 166.71%-148.6pp | 134.42%-116.3pp | 372.94%-354.9pp |
| Employer contribution / active EE | $4,782 | $5,474-12.6% | $4,818-0.7% | $4,751+0.7% |
| Participant deferral / active EE | $4,272 | $6,519-34.5% | $5,680-24.8% | $6,710-36.3% |
| Admin fee / account holder | $837 | $16,150-94.8% | $13,210-93.7% | $11,403-92.7% |