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 | $12,199 | $104,974-88.4% | $95,585-87.2% | $142,382-91.4% |
| Participation rate | 94.4% | 75.0%+19.5pp | 72.1%+22.4pp | 80.1%+14.3pp |
| Annual return | 76.46% | 210.33%-133.9pp | 38.56%+37.9pp | 217.08%-140.6pp |
| Employer contribution / active EE | $2,117 | $2,779-23.8% | $2,527-16.2% | $4,299-50.8% |
| Participant deferral / active EE | $3,285 | $4,352-24.5% | $4,023-18.3% | $6,507-49.5% |
| Admin fee / account holder | $357 | $6,386-94.4% | $6,127-94.2% | $12,624-97.2% |