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 | $22,752 | $56,053-59.4% | $75,972-70.1% | $80,856-71.9% |
| Participation rate | 84.6% | 62.0%+22.6pp | 69.1%+15.6pp | 67.6%+17.0pp |
| Annual return | 13.79% | 20.53%-6.7pp | 359.55%-345.8pp | 35.59%-21.8pp |
| Employer contribution / active EE | $2,523 | $1,874+34.6% | $2,685-6.0% | $2,755-8.4% |
| Participant deferral / active EE | $4,107 | $3,052+34.6% | $4,255-3.5% | $4,296-4.4% |
| Admin fee / account holder | $2,412 | $5,234-53.9% | $6,467-62.7% | $6,918-65.1% |