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 | $51,411 | $102,966-50.1% | $90,281-43.1% | $152,861-66.4% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.4%+5.1pp |
| Annual return | 28.23% | 95.16%-66.9pp | 78.10%-49.9pp | 345.32%-317.1pp |
| Employer contribution / active EE | $1,665 | $3,139-46.9% | $2,854-41.7% | $4,762-65.0% |
| Participant deferral / active EE | $2,673 | $4,281-37.6% | $3,885-31.2% | $5,850-54.3% |
| Admin fee / account holder | $1,342 | $6,171-78.3% | $5,351-74.9% | $11,596-88.4% |