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 | $34,907 | $102,966-66.1% | $90,281-61.3% | $152,861-77.2% |
| Participation rate | 88.9% | 75.9%+13.0pp | 73.3%+15.6pp | 82.4%+6.4pp |
| Annual return | 15.55% | 95.16%-79.6pp | 78.10%-62.5pp | 345.32%-329.8pp |
| Employer contribution / active EE | $444 | $3,139-85.8% | $2,854-84.4% | $4,762-90.7% |
| Participant deferral / active EE | $3,817 | $4,281-10.8% | $3,885-1.8% | $5,850-34.8% |
| Admin fee / account holder | $2,541 | $6,171-58.8% | $5,351-52.5% | $11,596-78.1% |