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 | $57,617 | $58,234-1.1% | $81,783-29.5% | $80,874-28.8% |
| Participation rate | 90.5% | 63.4%+27.0pp | 72.4%+18.1pp | 67.6%+22.8pp |
| Annual return | 12.86% | 41.70%-28.8pp | 775.05%-762.2pp | 35.62%-22.8pp |
| Employer contribution / active EE | $4,345 | $2,341+85.6% | $2,913+49.2% | $2,756+57.7% |
| Participant deferral / active EE | $1,913 | $3,283-41.7% | $4,320-55.7% | $4,297-55.5% |
| Admin fee / account holder | $13,760 | $4,982+176.2% | $7,380+86.5% | $6,935+98.4% |