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 | $70,736 | $102,317-30.9% | $146,958-51.9% | $80,856-12.5% |
| Participation rate | 70.0% | 75.8%-5.8pp | 82.2%-12.2pp | 67.6%+2.4pp |
| Annual return | 17.43% | 134.76%-117.3pp | 418.34%-400.9pp | 35.59%-18.2pp |
| Employer contribution / active EE | $2,576 | $3,713-30.6% | $4,933-47.8% | $2,755-6.5% |
| Participant deferral / active EE | $5,394 | $6,644-18.8% | $8,070-33.2% | $4,296+25.6% |
| Admin fee / account holder | $10,176 | $7,941+28.1% | $12,998-21.7% | $6,918+47.1% |