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 | $42,187 | $175,202-75.9% | $149,673-71.8% | $139,434-69.7% |
| Participation rate | 91.7% | 83.4%+8.3pp | 78.8%+12.9pp | 80.3%+11.3pp |
| Annual return | 19.09% | 166.71%-147.6pp | 134.42%-115.3pp | 372.94%-353.9pp |
| Employer contribution / active EE | $2,013 | $5,474-63.2% | $4,818-58.2% | $4,751-57.6% |
| Participant deferral / active EE | $8,708 | $6,519+33.6% | $5,680+53.3% | $6,710+29.8% |
| Admin fee / account holder | $1,743 | $16,150-89.2% | $13,210-86.8% | $11,403-84.7% |