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 | $36,310 | $53,127-31.7% | $86,590-58.1% | $70,131-48.2% |
| Participation rate | 96.8% | 65.3%+31.5pp | 73.5%+23.2pp | 69.5%+27.2pp |
| Annual return | 17.36% | 27.66%-10.3pp | 964.84%-947.5pp | 73.14%-55.8pp |
| Employer contribution / active EE | $7,908 | $2,068+282.4% | $2,839+178.5% | $2,342+237.6% |
| Participant deferral / active EE | $5,228 | $2,696+94.0% | $3,609+44.9% | $3,332+56.9% |
| Admin fee / account holder | $897 | $3,585-75.0% | $4,906-81.7% | $4,645-80.7% |