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 | $59,438 | $118,680-49.9% | $98,907-39.9% | $158,922-62.6% |
| Participation rate | 89.5% | 77.8%+11.7pp | 76.0%+13.4pp | 82.0%+7.5pp |
| Annual return | 25.40% | 372.35%-346.9pp | 196.43%-171.0pp | 302.83%-277.4pp |
| Employer contribution / active EE | $7,236 | $3,333+117.1% | $2,689+169.1% | $4,761+52.0% |
| Participant deferral / active EE | $13,153 | $5,088+158.5% | $4,244+209.9% | $5,982+119.9% |
| Admin fee / account holder | $3,501 | $10,131-65.4% | $6,642-47.3% | $11,246-68.9% |