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 | $15,979 | $58,208-72.5% | $81,812-80.5% | $80,856-80.2% |
| Participation rate | 86.1% | 63.4%+22.7pp | 72.3%+13.8pp | 67.6%+18.5pp |
| Annual return | 11.11% | 41.66%-30.6pp | 773.79%-762.7pp | 35.59%-24.5pp |
| Employer contribution / active EE | $2,063 | $2,340-11.8% | $2,912-29.2% | $2,755-25.1% |
| Participant deferral / active EE | $2,096 | $3,281-36.1% | $4,319-51.5% | $4,296-51.2% |
| Admin fee / account holder | $1,508 | $4,981-69.7% | $7,386-79.6% | $6,918-78.2% |