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 | $44,443 | $115,770-61.6% | $101,248-56.1% | $158,922-72.0% |
| Participation rate | 95.8% | 79.4%+16.5pp | 75.8%+20.0pp | 82.0%+13.9pp |
| Annual return | 10.16% | 56.14%-46.0pp | 46.47%-36.3pp | 302.83%-292.7pp |
| Employer contribution / active EE | $2,237 | $4,175-46.4% | $3,660-38.9% | $4,761-53.0% |
| Participant deferral / active EE | $3,110 | $4,957-37.3% | $4,370-28.8% | $5,982-48.0% |
| Admin fee / account holder | $1,186 | $7,245-83.6% | $5,945-80.1% | $11,246-89.5% |