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 | $62,776 | $133,922-53.1% | $116,228-46.0% | $142,382-55.9% |
| Participation rate | 95.5% | 77.9%+17.6pp | 74.6%+20.9pp | 80.1%+15.3pp |
| Annual return | 16.90% | 147.76%-130.9pp | 90.06%-73.2pp | 217.08%-200.2pp |
| Employer contribution / active EE | $4,180 | $3,446+21.3% | $2,994+39.6% | $4,299-2.8% |
| Participant deferral / active EE | $6,347 | $5,672+11.9% | $4,953+28.1% | $6,507-2.5% |
| Admin fee / account holder | $1,462 | $14,945-90.2% | $11,989-87.8% | $12,624-88.4% |