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 | $21,971 | $105,998-79.3% | $92,233-76.2% | $147,584-85.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.31% | 50.05%-36.7pp | 176.28%-163.0pp | 578.55%-565.2pp |
| Employer contribution / active EE | $3,605 | $4,333-16.8% | $3,679-2.0% | $4,876-26.1% |
| Participant deferral / active EE | $3,908 | $4,478-12.7% | $3,897+0.3% | $5,439-28.1% |
| Admin fee / account holder | $1,385 | $6,332-78.1% | $5,194-73.3% | $10,885-87.3% |