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 | $31,578 | $60,124-47.5% | $90,404-65.1% | $79,858-60.5% |
| Participation rate | 94.4% | 65.0%+29.4pp | 72.7%+21.7pp | 69.6%+24.7pp |
| Annual return | 16.57% | 71.94%-55.4pp | 1293.02%-1276.4pp | 31.71%-15.1pp |
| Employer contribution / active EE | $648 | $2,068-68.6% | $3,262-80.1% | $2,471-73.8% |
| Participant deferral / active EE | $2,732 | $2,938-7.0% | $3,963-31.1% | $3,740-27.0% |
| Admin fee / account holder | $1,215 | $3,976-69.4% | $5,611-78.3% | $5,306-77.1% |