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 | $54,246 | $63,346-14.4% | $92,233-41.2% | $70,131-22.7% |
| Participation rate | 87.8% | 68.7%+19.1pp | 76.5%+11.3pp | 69.5%+18.2pp |
| Annual return | 18.15% | 530.12%-512.0pp | 176.28%-158.1pp | 73.14%-55.0pp |
| Employer contribution / active EE | $2,539 | $2,471+2.7% | $3,679-31.0% | $2,342+8.4% |
| Participant deferral / active EE | $4,492 | $2,854+57.4% | $3,897+15.3% | $3,332+34.8% |
| Admin fee / account holder | $1,441 | $3,840-62.5% | $5,194-72.3% | $4,645-69.0% |