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 | $30,400 | $85,202-64.3% | $172,739-82.4% | $72,985-58.3% |
| Participation rate | 96.2% | 70.1%+26.1pp | 82.6%+13.5pp | 69.5%+26.7pp |
| Annual return | 22.98% | 27.32%-4.3pp | 802.84%-779.9pp | 81.00%-58.0pp |
| Employer contribution / active EE | $1,618 | $3,324-51.3% | $5,143-68.5% | $2,440-33.7% |
| Participant deferral / active EE | $4,388 | $3,260+34.6% | $5,198-15.6% | $3,607+21.6% |
| Admin fee / account holder | $667 | $5,884-88.7% | $13,954-95.2% | $5,124-87.0% |