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 | $25,698 | $39,019-34.1% | $80,716-68.2% | $85,850-70.1% |
| Participation rate | 76.3% | 41.5%+34.8pp | 54.2%+22.1pp | 69.3%+7.0pp |
| Annual return | 12.38% | 26.27%-13.9pp | 87.28%-74.9pp | 318.53%-306.2pp |
| Employer contribution / active EE | $1,381 | $722+91.2% | $1,160+19.0% | $2,565-46.2% |
| Participant deferral / active EE | $2,340 | $1,326+76.5% | $2,146+9.1% | $3,952-40.8% |
| Admin fee / account holder | $1,410 | $2,431-42.0% | $3,380-58.3% | $6,260-77.5% |