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 | $38,358 | $102,604-62.6% | $86,188-55.5% | $139,434-72.5% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.0%+19.9pp | 80.3%+8.6pp |
| Annual return | 17.29% | 1922.51%-1905.2pp | 1168.45%-1151.2pp | 372.94%-355.7pp |
| Employer contribution / active EE | $3,333 | $3,032+9.9% | $2,380+40.0% | $4,751-29.8% |
| Participant deferral / active EE | $2,827 | $4,676-39.5% | $3,985-29.1% | $6,710-57.9% |
| Admin fee / account holder | $794 | $8,657-90.8% | $6,852-88.4% | $11,403-93.0% |