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 | $67,759 | $112,881-40.0% | $90,951-25.5% | $158,922-57.4% |
| Participation rate | 86.7% | 74.7%+11.9pp | 69.0%+17.7pp | 82.0%+4.7pp |
| Annual return | 8.58% | 215.79%-207.2pp | 134.60%-126.0pp | 302.83%-294.2pp |
| Employer contribution / active EE | $791 | $2,893-72.7% | $2,122-62.7% | $4,761-83.4% |
| Participant deferral / active EE | $1,213 | $4,128-70.6% | $3,373-64.0% | $5,982-79.7% |
| Admin fee / account holder | $1,017 | $8,041-87.3% | $5,959-82.9% | $11,246-91.0% |