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 | $45,643 | $58,208-21.6% | $81,812-44.2% | $80,856-43.6% |
| Participation rate | 88.9% | 63.4%+25.5pp | 72.3%+16.5pp | 67.6%+21.3pp |
| Annual return | 36.96% | 41.66%-4.7pp | 773.79%-736.8pp | 35.59%+1.4pp |
| Employer contribution / active EE | $1,430 | $2,340-38.9% | $2,912-50.9% | $2,755-48.1% |
| Participant deferral / active EE | $749 | $3,281-77.2% | $4,319-82.7% | $4,296-82.6% |
| Admin fee / account holder | $43,591 | $4,981+775.1% | $7,386+490.2% | $6,918+530.1% |