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 | $28,259 | $48,795-42.1% | $65,493-56.9% | $84,808-66.7% |
| Participation rate | 81.8% | 67.0%+14.8pp | 73.1%+8.7pp | 68.3%+13.5pp |
| Annual return | 14.07% | 20.20%-6.1pp | 982.45%-968.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $823 | $1,930-57.4% | $2,574-68.0% | $2,631-68.7% |
| Participant deferral / active EE | $1,765 | $2,928-39.7% | $3,961-55.4% | $4,212-58.1% |
| Admin fee / account holder | $649 | $3,877-83.3% | $5,028-87.1% | $7,344-91.2% |