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 | $78,965 | $102,317-22.8% | $146,958-46.3% | $80,856-2.3% |
| Participation rate | 73.0% | 75.8%-2.9pp | 82.2%-9.2pp | 67.6%+5.3pp |
| Annual return | 15.83% | 134.76%-118.9pp | 418.34%-402.5pp | 35.59%-19.8pp |
| Employer contribution / active EE | $1,109 | $3,713-70.1% | $4,933-77.5% | $2,755-59.7% |
| Participant deferral / active EE | $5,030 | $6,644-24.3% | $8,070-37.7% | $4,296+17.1% |
| Admin fee / account holder | $1,579 | $7,941-80.1% | $12,998-87.9% | $6,918-77.2% |