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 | $41,432 | $105,126-60.6% | $94,646-56.2% | $139,434-70.3% |
| Participation rate | 88.2% | 82.4%+5.9pp | 80.8%+7.4pp | 80.3%+7.9pp |
| Annual return | 17.89% | 38.03%-20.1pp | 156.71%-138.8pp | 372.94%-355.0pp |
| Employer contribution / active EE | $2,021 | $4,106-50.8% | $3,672-45.0% | $4,751-57.4% |
| Participant deferral / active EE | $6,144 | $7,599-19.2% | $7,418-17.2% | $6,710-8.4% |
| Admin fee / account holder | $10,686 | $8,984+18.9% | $7,231+47.8% | $11,403-6.3% |