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 | $44,742 | $111,754-60.0% | $103,333-56.7% | $145,922-69.3% |
| Participation rate | 89.5% | 77.9%+11.5pp | 74.5%+15.0pp | 80.3%+9.2pp |
| Annual return | 40.50% | 24.77%+15.7pp | 24.88%+15.6pp | 561.29%-520.8pp |
| Employer contribution / active EE | $4,071 | $4,212-3.4% | $3,868+5.2% | $4,660-12.6% |
| Participant deferral / active EE | $8,840 | $5,619+57.3% | $5,057+74.8% | $6,688+32.2% |
| Admin fee / account holder | $1,502 | $9,750-84.6% | $8,355-82.0% | $13,397-88.8% |