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 | $46,027 | $58,923-21.9% | $97,167-52.6% | $74,546-38.3% |
| Participation rate | 74.3% | 63.6%+10.7pp | 72.7%+1.6pp | 67.2%+7.0pp |
| Annual return | 15.48% | 16.04%-0.6pp | 75.27%-59.8pp | 1366.03%-1350.6pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,729-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $5,769 | $3,664+57.4% | $4,264+35.3% | $4,347+32.7% |
| Admin fee / account holder | $5,210 | $1,974+164.0% | $5,650-7.8% | $1,944+168.0% |