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 | $23,396 | $100,852-76.8% | $90,404-74.1% | $158,922-85.3% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 24.16% | 1724.20%-1700.0pp | 1293.02%-1268.9pp | 302.83%-278.7pp |
| Employer contribution / active EE | $2,206 | $3,689-40.2% | $3,262-32.4% | $4,761-53.7% |
| Participant deferral / active EE | $3,916 | $4,348-9.9% | $3,963-1.2% | $5,982-34.5% |
| Admin fee / account holder | $2,744 | $6,501-57.8% | $5,611-51.1% | $11,246-75.6% |