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 | $32,456 | $112,096-71.0% | $95,952-66.2% | $158,922-79.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 15.05% | 171.09%-156.0pp | 91.61%-76.6pp | 302.83%-287.8pp |
| Employer contribution / active EE | $1,235 | $3,198-61.4% | $2,541-51.4% | $4,761-74.1% |
| Participant deferral / active EE | $2,700 | $4,784-43.6% | $4,167-35.2% | $5,982-54.9% |
| Admin fee / account holder | $3,742 | $10,130-63.1% | $6,795-44.9% | $11,246-66.7% |