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 | $68,610 | $48,795+40.6% | $65,493+4.8% | $84,808-19.1% |
| Participation rate | 74.7% | 67.0%+7.7pp | 73.1%+1.6pp | 68.3%+6.4pp |
| Annual return | 16.39% | 20.20%-3.8pp | 982.45%-966.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $13,539 | $2,928+362.3% | $3,961+241.8% | $4,212+221.5% |
| Admin fee / account holder | $7,334 | $3,877+89.2% | $5,028+45.9% | $7,344-0.1% |