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 | $32,180 | $60,124-46.5% | $90,404-64.4% | $79,858-59.7% |
| Participation rate | 87.8% | 65.0%+22.8pp | 72.7%+15.1pp | 69.6%+18.2pp |
| Annual return | 15.67% | 71.94%-56.3pp | 1293.02%-1277.3pp | 31.71%-16.0pp |
| Employer contribution / active EE | $2,335 | $2,068+12.9% | $3,262-28.4% | $2,471-5.5% |
| Participant deferral / active EE | $1,689 | $2,938-42.5% | $3,963-57.4% | $3,740-54.8% |
| Admin fee / account holder | $673 | $3,976-83.1% | $5,611-88.0% | $5,306-87.3% |