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 | $41,564 | $102,966-59.6% | $90,281-54.0% | $152,861-72.8% |
| Participation rate | 91.7% | 75.9%+15.8pp | 73.3%+18.4pp | 82.4%+9.2pp |
| Annual return | 17.01% | 95.16%-78.2pp | 78.10%-61.1pp | 345.32%-328.3pp |
| Employer contribution / active EE | $2,340 | $3,139-25.4% | $2,854-18.0% | $4,762-50.9% |
| Participant deferral / active EE | $2,271 | $4,281-47.0% | $3,885-41.5% | $5,850-61.2% |
| Admin fee / account holder | $643 | $6,171-89.6% | $5,351-88.0% | $11,596-94.5% |