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 | $32,896 | $57,281-42.6% | $86,612-62.0% | $75,163-56.2% |
| Participation rate | 94.1% | 63.2%+30.9pp | 71.7%+22.4pp | 67.2%+26.9pp |
| Annual return | 15.40% | 2670.75%-2655.4pp | 591.07%-575.7pp | 160.62%-145.2pp |
| Employer contribution / active EE | $492 | $2,314-78.8% | $3,022-83.7% | $2,670-81.6% |
| Participant deferral / active EE | $2,933 | $3,318-11.6% | $4,438-33.9% | $4,125-28.9% |
| Admin fee / account holder | $1,054 | $4,112-74.4% | $5,614-81.2% | $5,651-81.4% |