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 | $45,487 | $106,890-57.4% | $84,015-45.9% | $152,861-70.2% |
| Participation rate | 80.0% | 75.2%+4.8pp | 69.0%+11.0pp | 82.4%-2.4pp |
| Annual return | 20.96% | 104.99%-84.0pp | 71.31%-50.3pp | 345.32%-324.4pp |
| Employer contribution / active EE | $1,453 | $2,734-46.9% | $1,983-26.7% | $4,762-69.5% |
| Participant deferral / active EE | $2,728 | $4,011-32.0% | $3,239-15.8% | $5,850-53.4% |
| Admin fee / account holder | $690 | $8,285-91.7% | $6,101-88.7% | $11,596-94.0% |