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 | $40,714 | $109,817-62.9% | $98,442-58.6% | $167,490-75.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 31.91% | 1956.69%-1924.8pp | 1492.73%-1460.8pp | 478.56%-446.7pp |
| Employer contribution / active EE | $876 | $3,224-72.8% | $2,960-70.4% | $4,837-81.9% |
| Participant deferral / active EE | $3,970 | $4,673-15.1% | $4,276-7.2% | $6,341-37.4% |
| Admin fee / account holder | $470 | $6,753-93.0% | $5,949-92.1% | $12,309-96.2% |