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 10-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 | $39,953 | $107,334-62.8% | $92,893-57.0% | $152,861-73.9% |
| Participation rate | 94.4% | 79.8%+14.7pp | 76.0%+18.4pp | 82.4%+12.0pp |
| Annual return | 13.43% | 145.58%-132.2pp | 109.41%-96.0pp | 345.32%-331.9pp |
| Employer contribution / active EE | $2,879 | $4,221-31.8% | $3,653-21.2% | $4,762-39.5% |
| Participant deferral / active EE | $4,608 | $4,845-4.9% | $4,236+8.8% | $5,850-21.2% |
| Admin fee / account holder | $587 | $7,079-91.7% | $5,794-89.9% | $11,596-94.9% |