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 | $59,801 | $65,561-8.8% | $86,188-30.6% | $75,163-20.4% |
| Participation rate | 77.6% | 60.5%+17.1pp | 69.0%+8.6pp | 67.2%+10.4pp |
| Annual return | 14.12% | 46.05%-31.9pp | 1168.45%-1154.3pp | 160.62%-146.5pp |
| Employer contribution / active EE | $1,716 | $1,553+10.5% | $2,380-27.9% | $2,670-35.7% |
| Participant deferral / active EE | $3,104 | $3,024+2.7% | $3,985-22.1% | $4,125-24.8% |
| Admin fee / account holder | $1,112 | $5,474-79.7% | $6,852-83.8% | $5,651-80.3% |