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 4-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 | $35,016 | $109,881-68.1% | $150,045-76.7% | $84,808-58.7% |
| Participation rate | 92.3% | 76.1%+16.2pp | 82.3%+10.0pp | 68.3%+24.0pp |
| Annual return | 101.31% | 28.25%+73.1pp | 62.55%+38.8pp | 40.90%+60.4pp |
| Employer contribution / active EE | $4,608 | $3,561+29.4% | $4,693-1.8% | $2,631+75.1% |
| Participant deferral / active EE | $7,174 | $6,636+8.1% | $7,997-10.3% | $4,212+70.3% |
| Admin fee / account holder | $1,220 | $8,568-85.8% | $13,435-90.9% | $7,344-83.4% |