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 | $56,846 | $63,346-10.3% | $92,233-38.4% | $70,131-18.9% |
| Participation rate | 87.7% | 68.7%+19.0pp | 76.5%+11.2pp | 69.5%+18.1pp |
| Annual return | 16.49% | 530.12%-513.6pp | 176.28%-159.8pp | 73.14%-56.6pp |
| Employer contribution / active EE | $2,008 | $2,471-18.7% | $3,679-45.4% | $2,342-14.3% |
| Participant deferral / active EE | $1,701 | $2,854-40.4% | $3,897-56.4% | $3,332-48.9% |
| Admin fee / account holder | $2,634 | $3,840-31.4% | $5,194-49.3% | $4,645-43.3% |