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 | $34,473 | $63,346-45.6% | $92,233-62.6% | $70,131-50.8% |
| Participation rate | 85.5% | 68.7%+16.8pp | 76.5%+9.0pp | 69.5%+15.9pp |
| Annual return | 15.77% | 530.12%-514.3pp | 176.28%-160.5pp | 73.14%-57.4pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,692 | $2,854-5.7% | $3,897-30.9% | $3,332-19.2% |
| Admin fee / account holder | $321 | $3,840-91.6% | $5,194-93.8% | $4,645-93.1% |