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 | $38,702 | $73,515-47.4% | $62,995-38.6% | $147,584-73.8% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.8%+5.2pp | 82.8%-2.8pp |
| Annual return | 16.72% | 175.43%-158.7pp | 87.57%-70.8pp | 578.55%-561.8pp |
| Employer contribution / active EE | $1,830 | $3,320-44.9% | $2,759-33.7% | $4,876-62.5% |
| Participant deferral / active EE | $6,238 | $4,185+49.1% | $3,329+87.4% | $5,439+14.7% |
| Admin fee / account holder | $10,189 | $5,953+71.1% | $3,600+183.0% | $10,885-6.4% |