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 | $26,376 | $105,181-74.9% | $159,436-83.5% | $85,850-69.3% |
| Participation rate | 91.3% | 75.8%+15.5pp | 82.8%+8.5pp | 69.3%+22.0pp |
| Annual return | 17.03% | 45.07%-28.0pp | 263.57%-246.5pp | 318.53%-301.5pp |
| Employer contribution / active EE | $3,667 | $3,318+10.5% | $4,829-24.1% | $2,565+43.0% |
| Participant deferral / active EE | $5,076 | $5,945-14.6% | $7,352-31.0% | $3,952+28.4% |
| Admin fee / account holder | $1,720 | $6,933-75.2% | $10,799-84.1% | $6,260-72.5% |