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 | $41,772 | $105,126-60.3% | $94,646-55.9% | $139,434-70.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 26.71% | 38.03%-11.3pp | 156.71%-130.0pp | 372.94%-346.2pp |
| Employer contribution / active EE | $2,406 | $4,106-41.4% | $3,672-34.5% | $4,751-49.4% |
| Participant deferral / active EE | $10,727 | $7,599+41.2% | $7,418+44.6% | $6,710+59.9% |
| Admin fee / account holder | $2,493 | $8,984-72.3% | $7,231-65.5% | $11,403-78.1% |