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 | $54,125 | $63,346-14.6% | $92,233-41.3% | $70,131-22.8% |
| Participation rate | 82.1% | 68.7%+13.5pp | 76.5%+5.7pp | 69.5%+12.6pp |
| Annual return | 12.55% | 530.12%-517.6pp | 176.28%-163.7pp | 73.14%-60.6pp |
| Employer contribution / active EE | $2,258 | $2,471-8.6% | $3,679-38.6% | $2,342-3.6% |
| Participant deferral / active EE | $3,580 | $2,854+25.5% | $3,897-8.1% | $3,332+7.5% |
| Admin fee / account holder | $1,297 | $3,840-66.2% | $5,194-75.0% | $4,645-72.1% |