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 | $48,705 | $85,202-42.8% | $172,739-71.8% | $72,985-33.3% |
| Participation rate | 94.6% | 70.1%+24.5pp | 82.6%+11.9pp | 69.5%+25.1pp |
| Annual return | 22.95% | 27.32%-4.4pp | 802.84%-779.9pp | 81.00%-58.0pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $10,975 | $3,260+236.6% | $5,198+111.2% | $3,607+204.2% |
| Admin fee / account holder | $11,428 | $5,884+94.2% | $13,954-18.1% | $5,124+123.0% |