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 | $37,248 | $165,335-77.5% | $149,696-75.1% | $158,922-76.6% |
| Participation rate | 91.3% | 84.6%+6.7pp | 82.5%+8.8pp | 82.0%+9.3pp |
| Annual return | 73.75% | 348.15%-274.4pp | 276.60%-202.9pp | 302.83%-229.1pp |
| Employer contribution / active EE | $8,265 | $5,103+62.0% | $4,644+78.0% | $4,761+73.6% |
| Participant deferral / active EE | $15,235 | $7,181+112.2% | $6,842+122.7% | $5,982+154.7% |
| Admin fee / account holder | $8,253 | $10,807-23.6% | $9,309-11.3% | $11,246-26.6% |