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 | $48,563 | $48,795-0.5% | $65,493-25.9% | $84,808-42.7% |
| Participation rate | 87.5% | 67.0%+20.5pp | 73.1%+14.4pp | 68.3%+19.2pp |
| Annual return | 13.83% | 20.20%-6.4pp | 982.45%-968.6pp | 40.90%-27.1pp |
| Employer contribution / active EE | $2,748 | $1,930+42.4% | $2,574+6.7% | $2,631+4.4% |
| Participant deferral / active EE | $3,392 | $2,928+15.8% | $3,961-14.4% | $4,212-19.5% |
| Admin fee / account holder | $3,999 | $3,877+3.2% | $5,028-20.5% | $7,344-45.5% |