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 | $44,303 | $83,902-47.2% | $167,512-73.6% | $84,808-47.8% |
| Participation rate | 96.4% | 66.5%+30.0pp | 77.1%+19.4pp | 68.3%+28.1pp |
| Annual return | 14.63% | 91.55%-76.9pp | 1615.79%-1601.2pp | 40.90%-26.3pp |
| Employer contribution / active EE | $511 | $2,264-77.4% | $3,882-86.8% | $2,631-80.6% |
| Participant deferral / active EE | $2,865 | $4,442-35.5% | $6,405-55.3% | $4,212-32.0% |
| Admin fee / account holder | $5,082 | $7,915-35.8% | $9,769-48.0% | $7,344-30.8% |