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 | $50,108 | $107,334-53.3% | $92,893-46.1% | $152,861-67.2% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.4%+6.4pp |
| Annual return | 20.56% | 145.58%-125.0pp | 109.41%-88.9pp | 345.32%-324.8pp |
| Employer contribution / active EE | $1,030 | $4,221-75.6% | $3,653-71.8% | $4,762-78.4% |
| Participant deferral / active EE | $6,895 | $4,845+42.3% | $4,236+62.8% | $5,850+17.9% |
| Admin fee / account holder | $339 | $7,079-95.2% | $5,794-94.2% | $11,596-97.1% |