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 | $58,297 | $56,199+3.7% | $67,652-13.8% | $59,632-2.2% |
| Participation rate | 70.8% | 71.5%-0.7pp | 75.7%-4.9pp | 68.7%+2.1pp |
| Annual return | 4.30% | 18505.31%-18501.0pp | 6625.04%-6620.7pp | 2041.28%-2037.0pp |
| Employer contribution / active EE | $1,749 | $1,614+8.3% | $2,266-22.8% | $2,203-20.6% |
| Participant deferral / active EE | $3,484 | $2,844+22.5% | $3,560-2.1% | $3,192+9.2% |
| Admin fee / account holder | $1,102 | $3,958-72.2% | $4,821-77.1% | $4,297-74.4% |