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 | $84,509 | $105,998-20.3% | $92,233-8.4% | $147,584-42.7% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 14.06% | 50.05%-36.0pp | 176.28%-162.2pp | 578.55%-564.5pp |
| Employer contribution / active EE | $688 | $4,333-84.1% | $3,679-81.3% | $4,876-85.9% |
| Participant deferral / active EE | $2,031 | $4,478-54.6% | $3,897-47.9% | $5,439-62.7% |
| Admin fee / account holder | $1,013 | $6,332-84.0% | $5,194-80.5% | $10,885-90.7% |