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 | $32,665 | $102,604-68.2% | $86,188-62.1% | $139,434-76.6% |
| Participation rate | 95.7% | 74.5%+21.2pp | 69.0%+26.7pp | 80.3%+15.3pp |
| Annual return | 17.57% | 1922.51%-1904.9pp | 1168.45%-1150.9pp | 372.94%-355.4pp |
| Employer contribution / active EE | $3,561 | $3,032+17.4% | $2,380+49.6% | $4,751-25.0% |
| Participant deferral / active EE | $6,571 | $4,676+40.5% | $3,985+64.9% | $6,710-2.1% |
| Admin fee / account holder | $2,823 | $8,657-67.4% | $6,852-58.8% | $11,403-75.2% |