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 | $37,760 | $133,922-71.8% | $116,228-67.5% | $142,382-73.5% |
| Participation rate | 78.6% | 77.9%+0.7pp | 74.6%+4.0pp | 80.1%-1.5pp |
| Annual return | 18.12% | 147.76%-129.6pp | 90.06%-71.9pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,048 | $3,446-69.6% | $2,994-65.0% | $4,299-75.6% |
| Participant deferral / active EE | $5,510 | $5,672-2.9% | $4,953+11.2% | $6,507-15.3% |
| Admin fee / account holder | $1,672 | $14,945-88.8% | $11,989-86.1% | $12,624-86.8% |