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 | $89,641 | $159,934-44.0% | $147,005-39.0% | $145,959-38.6% |
| Participation rate | 70.8% | 84.0%-13.2pp | 82.2%-11.3pp | 80.3%-9.5pp |
| Annual return | 12.69% | 98.24%-85.6pp | 418.76%-406.1pp | 561.95%-549.3pp |
| Employer contribution / active EE | $1,545 | $5,287-70.8% | $4,934-68.7% | $4,661-66.8% |
| Participant deferral / active EE | $5,742 | $8,427-31.9% | $8,070-28.8% | $6,689-14.2% |
| Admin fee / account holder | $1,517 | $15,053-89.9% | $13,006-88.3% | $13,398-88.7% |