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 | $34,308 | $49,922-31.3% | $80,569-57.4% | $75,163-54.4% |
| Participation rate | 89.4% | 55.3%+34.1pp | 67.0%+22.4pp | 67.2%+22.2pp |
| Annual return | 14.66% | 34.69%-20.0pp | 935.43%-920.8pp | 160.62%-146.0pp |
| Employer contribution / active EE | $2,064 | $1,698+21.6% | $2,723-24.2% | $2,670-22.7% |
| Participant deferral / active EE | $3,315 | $2,990+10.8% | $4,447-25.5% | $4,125-19.7% |
| Admin fee / account holder | $821 | $3,577-77.1% | $5,377-84.7% | $5,651-85.5% |