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 | $18,539 | $57,281-67.6% | $86,612-78.6% | $75,163-75.3% |
| Participation rate | 79.3% | 63.2%+16.1pp | 71.7%+7.6pp | 67.2%+12.1pp |
| Annual return | 19.87% | 2670.75%-2650.9pp | 591.07%-571.2pp | 160.62%-140.7pp |
| Employer contribution / active EE | $768 | $2,314-66.8% | $3,022-74.6% | $2,670-71.2% |
| Participant deferral / active EE | $2,259 | $3,318-31.9% | $4,438-49.1% | $4,125-45.2% |
| Admin fee / account holder | $2,307 | $4,112-43.9% | $5,614-58.9% | $5,651-59.2% |