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 | $37,376 | $102,604-63.6% | $86,188-56.6% | $139,434-73.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 15.04% | 1922.51%-1907.5pp | 1168.45%-1153.4pp | 372.94%-357.9pp |
| Employer contribution / active EE | $2,353 | $3,032-22.4% | $2,380-1.2% | $4,751-50.5% |
| Participant deferral / active EE | $5,559 | $4,676+18.9% | $3,985+39.5% | $6,710-17.2% |
| Admin fee / account holder | $5,151 | $8,657-40.5% | $6,852-24.8% | $11,403-54.8% |