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 | $52,045 | $56,199-7.4% | $67,652-23.1% | $59,632-12.7% |
| Participation rate | 92.6% | 71.5%+21.1pp | 75.7%+16.9pp | 68.7%+23.9pp |
| Annual return | 0.08% | 18505.31%-18505.2pp | 6625.04%-6625.0pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $3,366 | $1,614+108.5% | $2,266+48.6% | $2,203+52.8% |
| Participant deferral / active EE | $6,436 | $2,844+126.3% | $3,560+80.8% | $3,192+101.7% |
| Admin fee / account holder | $1,767 | $3,958-55.4% | $4,821-63.3% | $4,297-58.9% |