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 | $42,385 | $65,561-35.4% | $86,188-50.8% | $75,163-43.6% |
| Participation rate | 82.6% | 60.5%+22.1pp | 69.0%+13.6pp | 67.2%+15.4pp |
| Annual return | 13.18% | 46.05%-32.9pp | 1168.45%-1155.3pp | 160.62%-147.4pp |
| Employer contribution / active EE | $1,977 | $1,553+27.3% | $2,380-16.9% | $2,670-26.0% |
| Participant deferral / active EE | $2,195 | $3,024-27.4% | $3,985-44.9% | $4,125-46.8% |
| Admin fee / account holder | $3,149 | $5,474-42.5% | $6,852-54.0% | $5,651-44.3% |