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 | $53,155 | $65,409-18.7% | $98,442-46.0% | $85,850-38.1% |
| Participation rate | 96.3% | 65.0%+31.3pp | 73.3%+23.0pp | 69.3%+27.0pp |
| Annual return | 14.38% | 21.76%-7.4pp | 1492.73%-1478.3pp | 318.53%-304.2pp |
| Employer contribution / active EE | $1,471 | $2,168-32.1% | $2,960-50.3% | $2,565-42.6% |
| Participant deferral / active EE | $3,234 | $3,166+2.1% | $4,276-24.4% | $3,952-18.2% |
| Admin fee / account holder | $2,451 | $4,593-46.6% | $5,949-58.8% | $6,260-60.8% |