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 | $36,869 | $126,574-70.9% | $106,213-65.3% | $145,922-74.7% |
| Participation rate | 75.0% | 77.6%-2.6pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 14.02% | 224.79%-210.8pp | 116.14%-102.1pp | 561.29%-547.3pp |
| Employer contribution / active EE | $2,003 | $3,730-46.3% | $3,171-36.8% | $4,660-57.0% |
| Participant deferral / active EE | $3,138 | $5,724-45.2% | $5,016-37.4% | $6,688-53.1% |
| Admin fee / account holder | $3,366 | $17,304-80.5% | $11,033-69.5% | $13,397-74.9% |