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 | $46,785 | $72,400-35.4% | $67,502-30.7% | $145,922-67.9% |
| Participation rate | 88.9% | 76.9%+12.0pp | 72.9%+16.0pp | 80.3%+8.6pp |
| Annual return | 11.84% | 7182.46%-7170.6pp | 3512.12%-3500.3pp | 561.29%-549.4pp |
| Employer contribution / active EE | $1,866 | $3,069-39.2% | $2,731-31.7% | $4,660-59.9% |
| Participant deferral / active EE | $4,378 | $4,783-8.5% | $4,000+9.5% | $6,688-34.5% |
| Admin fee / account holder | $946 | $5,539-82.9% | $3,998-76.3% | $13,397-92.9% |