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 | $41,303 | $65,561-37.0% | $86,188-52.1% | $75,163-45.0% |
| Participation rate | 71.4% | 60.5%+10.9pp | 69.0%+2.5pp | 67.2%+4.2pp |
| Annual return | 14.42% | 46.05%-31.6pp | 1168.45%-1154.0pp | 160.62%-146.2pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,199 | $3,024+5.8% | $3,985-19.7% | $4,125-22.5% |
| Admin fee / account holder | $1,774 | $5,474-67.6% | $6,852-74.1% | $5,651-68.6% |