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 | $23,254 | $102,966-77.4% | $90,281-74.2% | $152,861-84.8% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 20.32% | 95.16%-74.8pp | 78.10%-57.8pp | 345.32%-325.0pp |
| Employer contribution / active EE | $1,061 | $3,139-66.2% | $2,854-62.8% | $4,762-77.7% |
| Participant deferral / active EE | $1,061 | $4,281-75.2% | $3,885-72.7% | $5,850-81.9% |
| Admin fee / account holder | $3,415 | $6,171-44.7% | $5,351-36.2% | $11,596-70.5% |