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 | $92,504 | $183,963-49.7% | $162,163-43.0% | $152,861-39.5% |
| Participation rate | 93.3% | 88.5%+4.8pp | 87.6%+5.8pp | 82.4%+10.9pp |
| Annual return | 34.04% | 150.76%-116.7pp | 115.59%-81.6pp | 345.32%-311.3pp |
| Employer contribution / active EE | $4,682 | $6,371-26.5% | $5,614-16.6% | $4,762-1.7% |
| Participant deferral / active EE | $10,228 | $8,034+27.3% | $7,298+40.2% | $5,850+74.8% |
| Admin fee / account holder | $2,584 | $13,121-80.3% | $10,843-76.2% | $11,596-77.7% |