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 | $37,583 | $226,064-83.4% | $182,532-79.4% | $152,861-75.4% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.0%-3.0pp | 82.4%-7.4pp |
| Annual return | 31.17% | 192.51%-161.3pp | 148.54%-117.4pp | 345.32%-314.1pp |
| Employer contribution / active EE | $1,303 | $4,978-73.8% | $4,076-68.0% | $4,762-72.6% |
| Participant deferral / active EE | $5,692 | $6,368-10.6% | $5,524+3.0% | $5,850-2.7% |
| Admin fee / account holder | $692 | $10,703-93.5% | $8,592-91.9% | $11,596-94.0% |