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 3-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 | $8,666 | $48,795-82.2% | $65,493-86.8% | $84,808-89.8% |
| Participation rate | 88.9% | 67.0%+21.9pp | 73.1%+15.8pp | 68.3%+20.6pp |
| Annual return | 18.43% | 20.20%-1.8pp | 982.45%-964.0pp | 40.90%-22.5pp |
| Employer contribution / active EE | $2,050 | $1,930+6.2% | $2,574-20.4% | $2,631-22.1% |
| Participant deferral / active EE | $2,309 | $2,928-21.2% | $3,961-41.7% | $4,212-45.2% |
| Admin fee / account holder | $446 | $3,877-88.5% | $5,028-91.1% | $7,344-93.9% |