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 | $39,498 | $104,907-62.3% | $84,611-53.3% | $152,861-74.2% |
| Participation rate | 78.6% | 74.8%+3.8pp | 68.2%+10.3pp | 82.4%-3.9pp |
| Annual return | 26.45% | 373.79%-347.3pp | 258.74%-232.3pp | 345.32%-318.9pp |
| Employer contribution / active EE | $1,581 | $3,302-52.1% | $2,652-40.4% | $4,762-66.8% |
| Participant deferral / active EE | $2,435 | $4,688-48.1% | $3,899-37.6% | $5,850-58.4% |
| Admin fee / account holder | $1,784 | $6,241-71.4% | $4,912-63.7% | $11,596-84.6% |