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 | $11,104 | $109,817-89.9% | $98,442-88.7% | $167,490-93.4% |
| Participation rate | 83.3% | 75.8%+7.5pp | 73.3%+10.0pp | 82.1%+1.2pp |
| Annual return | 12.25% | 1956.69%-1944.4pp | 1492.73%-1480.5pp | 478.56%-466.3pp |
| Employer contribution / active EE | $1,209 | $3,224-62.5% | $2,960-59.2% | $4,837-75.0% |
| Participant deferral / active EE | $2,282 | $4,673-51.2% | $4,276-46.6% | $6,341-64.0% |
| Admin fee / account holder | $1,394 | $6,753-79.4% | $5,949-76.6% | $12,309-88.7% |