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 | $30,562 | $57,281-46.6% | $86,612-64.7% | $75,163-59.3% |
| Participation rate | 90.2% | 63.2%+27.0pp | 71.7%+18.5pp | 67.2%+23.0pp |
| Annual return | 17.57% | 2670.75%-2653.2pp | 591.07%-573.5pp | 160.62%-143.0pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,372 | $3,318+1.6% | $4,438-24.0% | $4,125-18.3% |
| Admin fee / account holder | $6,900 | $4,112+67.8% | $5,614+22.9% | $5,651+22.1% |