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 3-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 | $61,383 | $177,572-65.4% | $154,803-60.3% | $142,382-56.9% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 46.09% | 65.07%-19.0pp | 58.88%-12.8pp | 217.08%-171.0pp |
| Employer contribution / active EE | $8,920 | $4,810+85.4% | $4,305+107.2% | $4,299+107.5% |
| Participant deferral / active EE | $6,125 | $6,272-2.3% | $5,540+10.5% | $6,507-5.9% |
| Admin fee / account holder | $1,804 | $16,786-89.3% | $14,329-87.4% | $12,624-85.7% |