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 8-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 | $33,642 | $82,664-59.3% | $125,339-73.2% | $68,494-50.9% |
| Participation rate | 84.0% | 75.0%+9.0pp | 82.4%+1.6pp | 67.9%+16.1pp |
| Annual return | 15.88% | -5.97%+21.9pp | 572.05%-556.2pp | -7.84%+23.7pp |
| Employer contribution / active EE | $2,444 | $3,381-27.7% | $4,814-49.2% | $2,596-5.9% |
| Participant deferral / active EE | $5,736 | $6,110-6.1% | $7,446-23.0% | $4,027+42.4% |
| Admin fee / account holder | $541 | $6,275-91.4% | $10,010-94.6% | $5,403-90.0% |