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 | $23,269 | $121,625-80.9% | $104,607-77.8% | $158,922-85.4% |
| Participation rate | 75.0% | 77.5%-2.5pp | 74.1%+0.9pp | 82.0%-7.0pp |
| Annual return | 23.29% | 465.26%-442.0pp | 340.46%-317.2pp | 302.83%-279.5pp |
| Employer contribution / active EE | $1,376 | $3,163-56.5% | $2,681-48.7% | $4,761-71.1% |
| Participant deferral / active EE | $2,788 | $4,177-33.3% | $3,740-25.4% | $5,982-53.4% |
| Admin fee / account holder | $1,907 | $7,787-75.5% | $6,473-70.5% | $11,246-83.0% |