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 | $48,658 | $73,515-33.8% | $62,995-22.8% | $147,584-67.0% |
| Participation rate | 73.7% | 77.9%-4.2pp | 74.8%-1.1pp | 82.8%-9.1pp |
| Annual return | 11.91% | 175.43%-163.5pp | 87.57%-75.7pp | 578.55%-566.6pp |
| Employer contribution / active EE | $4,931 | $3,320+48.5% | $2,759+78.7% | $4,876+1.1% |
| Participant deferral / active EE | $3,422 | $4,185-18.2% | $3,329+2.8% | $5,439-37.1% |
| Admin fee / account holder | $3,401 | $5,953-42.9% | $3,600-5.5% | $10,885-68.8% |