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 | $38,871 | $102,604-62.1% | $86,188-54.9% | $139,434-72.1% |
| Participation rate | 81.8% | 74.5%+7.3pp | 69.0%+12.9pp | 80.3%+1.5pp |
| Annual return | 21.22% | 1922.51%-1901.3pp | 1168.45%-1147.2pp | 372.94%-351.7pp |
| Employer contribution / active EE | $905 | $3,032-70.2% | $2,380-62.0% | $4,751-80.9% |
| Participant deferral / active EE | $1,638 | $4,676-65.0% | $3,985-58.9% | $6,710-75.6% |
| Admin fee / account holder | $418 | $8,657-95.2% | $6,852-93.9% | $11,403-96.3% |