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 | $28,235 | $69,518-59.4% | $59,878-52.8% | $135,375-79.1% |
| Participation rate | 95.8% | 77.8%+18.0pp | 74.7%+21.1pp | 82.6%+13.2pp |
| Annual return | 51.33% | 7.94%+43.4pp | 3.46%+47.9pp | 519.73%-468.4pp |
| Employer contribution / active EE | $2,866 | $3,235-11.4% | $2,722+5.3% | $4,779-40.0% |
| Participant deferral / active EE | $6,374 | $4,206+51.6% | $3,402+87.4% | $5,609+13.6% |
| Admin fee / account holder | $2,548 | $5,734-55.6% | $3,590-29.0% | $10,827-76.5% |