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 5-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 | $32,775 | $80,812-59.4% | $160,784-79.6% | $82,448-60.2% |
| Participation rate | 88.2% | 66.2%+22.0pp | 77.0%+11.3pp | 68.1%+20.2pp |
| Annual return | 13.86% | 100.59%-86.7pp | 1803.92%-1790.1pp | 41.64%-27.8pp |
| Employer contribution / active EE | $3,275 | $2,174+50.6% | $3,733-12.3% | $2,551+28.4% |
| Participant deferral / active EE | $4,782 | $4,335+10.3% | $6,293-24.0% | $4,139+15.5% |
| Admin fee / account holder | $743 | $7,695-90.3% | $9,717-92.3% | $7,234-89.7% |