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 | $29,968 | $75,828-60.5% | $147,614-79.7% | $59,632-49.7% |
| Participation rate | 83.3% | 71.6%+11.8pp | 84.6%-1.3pp | 68.7%+14.7pp |
| Annual return | -0.81% | 0.37%-1.2pp | 61.98%-62.8pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $3,418 | $3,485-1.9% | $5,564-38.6% | $2,203+55.2% |
| Participant deferral / active EE | $4,052 | $3,130+29.4% | $4,895-17.2% | $3,192+27.0% |
| Admin fee / account holder | $362 | $5,985-94.0% | $11,611-96.9% | $4,297-91.6% |