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 | $30,533 | $99,877-69.4% | $84,966-64.1% | $145,922-79.1% |
| Participation rate | 85.7% | 74.1%+11.6pp | 67.5%+18.2pp | 80.3%+5.4pp |
| Annual return | 44.08% | 83.76%-39.7pp | 66.38%-22.3pp | 561.29%-517.2pp |
| Employer contribution / active EE | $3,157 | $3,231-2.3% | $2,727+15.8% | $4,660-32.2% |
| Participant deferral / active EE | $6,846 | $5,291+29.4% | $4,519+51.5% | $6,688+2.4% |
| Admin fee / account holder | $6,393 | $7,248-11.8% | $6,149+4.0% | $13,397-52.3% |