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 | $47,471 | $109,817-56.8% | $98,442-51.8% | $167,490-71.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 15.20% | 1956.69%-1941.5pp | 1492.73%-1477.5pp | 478.56%-463.4pp |
| Employer contribution / active EE | $1,533 | $3,224-52.5% | $2,960-48.2% | $4,837-68.3% |
| Participant deferral / active EE | $6,509 | $4,673+39.3% | $4,276+52.2% | $6,341+2.6% |
| Admin fee / account holder | $2,215 | $6,753-67.2% | $5,949-62.8% | $12,309-82.0% |