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 4-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 | $66,431 | $102,317-35.1% | $146,958-54.8% | $80,856-17.8% |
| Participation rate | 95.9% | 75.8%+20.1pp | 82.2%+13.8pp | 67.6%+28.3pp |
| Annual return | 13.51% | 134.76%-121.2pp | 418.34%-404.8pp | 35.59%-22.1pp |
| Employer contribution / active EE | $2,670 | $3,713-28.1% | $4,933-45.9% | $2,755-3.1% |
| Participant deferral / active EE | $7,064 | $6,644+6.3% | $8,070-12.5% | $4,296+64.4% |
| Admin fee / account holder | $829 | $7,941-89.6% | $12,998-93.6% | $6,918-88.0% |