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 | $54,602 | $96,635-43.5% | $86,612-37.0% | $139,434-60.8% |
| Participation rate | 72.2% | 74.4%-2.2pp | 71.7%+0.5pp | 80.3%-8.1pp |
| Annual return | 21.54% | 106.41%-84.9pp | 591.07%-569.5pp | 372.94%-351.4pp |
| Employer contribution / active EE | $2,980 | $3,263-8.7% | $3,022-1.4% | $4,751-37.3% |
| Participant deferral / active EE | $6,637 | $4,836+37.2% | $4,438+49.6% | $6,710-1.1% |
| Admin fee / account holder | $17,251 | $6,408+169.2% | $5,614+207.3% | $11,403+51.3% |