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 | $62,913 | $63,346-0.7% | $92,233-31.8% | $70,131-10.3% |
| Participation rate | 76.9% | 68.7%+8.3pp | 76.5%+0.4pp | 69.5%+7.4pp |
| Annual return | 18.45% | 530.12%-511.7pp | 176.28%-157.8pp | 73.14%-54.7pp |
| Employer contribution / active EE | $2,118 | $2,471-14.3% | $3,679-42.4% | $2,342-9.6% |
| Participant deferral / active EE | $4,550 | $2,854+59.4% | $3,897+16.8% | $3,332+36.6% |
| Admin fee / account holder | $1,475 | $3,840-61.6% | $5,194-71.6% | $4,645-68.3% |