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 | $40,473 | $102,317-60.4% | $146,958-72.5% | $80,856-49.9% |
| Participation rate | 79.6% | 75.8%+3.8pp | 82.2%-2.6pp | 67.6%+12.0pp |
| Annual return | 16.97% | 134.76%-117.8pp | 418.34%-401.4pp | 35.59%-18.6pp |
| Employer contribution / active EE | $2,007 | $3,713-45.9% | $4,933-59.3% | $2,755-27.1% |
| Participant deferral / active EE | $5,593 | $6,644-15.8% | $8,070-30.7% | $4,296+30.2% |
| Admin fee / account holder | $3,858 | $7,941-51.4% | $12,998-70.3% | $6,918-44.2% |