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 | $38,513 | $63,346-39.2% | $92,233-58.2% | $70,131-45.1% |
| Participation rate | 75.8% | 68.7%+7.1pp | 76.5%-0.7pp | 69.5%+6.3pp |
| Annual return | 20.34% | 530.12%-509.8pp | 176.28%-155.9pp | 73.14%-52.8pp |
| Employer contribution / active EE | $623 | $2,471-74.8% | $3,679-83.1% | $2,342-73.4% |
| Participant deferral / active EE | $2,265 | $2,854-20.6% | $3,897-41.9% | $3,332-32.0% |
| Admin fee / account holder | $4,836 | $3,840+25.9% | $5,194-6.9% | $4,645+4.1% |