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 8-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 | $27,923 | $202,432-86.2% | $169,368-83.5% | $139,434-80.0% |
| Participation rate | 83.3% | 81.1%+2.3pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 12.13% | 531.74%-519.6pp | 405.60%-393.5pp | 372.94%-360.8pp |
| Employer contribution / active EE | $1,424 | $4,692-69.6% | $4,013-64.5% | $4,751-70.0% |
| Participant deferral / active EE | $2,302 | $6,938-66.8% | $6,221-63.0% | $6,710-65.7% |
| Admin fee / account holder | $354 | $10,708-96.7% | $9,003-96.1% | $11,403-96.9% |