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 | $29,958 | $169,032-82.3% | $129,207-76.8% | $145,922-79.5% |
| Participation rate | 94.7% | 76.4%+18.3pp | 69.6%+25.1pp | 80.3%+14.5pp |
| Annual return | 13.42% | 14330.11%-14316.7pp | 9417.33%-9403.9pp | 561.29%-547.9pp |
| Employer contribution / active EE | $951 | $5,537-82.8% | $4,153-77.1% | $4,660-79.6% |
| Participant deferral / active EE | $3,024 | $4,987-39.4% | $4,168-27.4% | $6,688-54.8% |
| Admin fee / account holder | $3,732 | $9,954-62.5% | $7,715-51.6% | $13,397-72.1% |