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 | $53,347 | $63,346-15.8% | $92,233-42.2% | $70,131-23.9% |
| Participation rate | 90.0% | 68.7%+21.3pp | 76.5%+13.5pp | 69.5%+20.5pp |
| Annual return | 16.87% | 530.12%-513.2pp | 176.28%-159.4pp | 73.14%-56.3pp |
| Employer contribution / active EE | $1,065 | $2,471-56.9% | $3,679-71.0% | $2,342-54.5% |
| Participant deferral / active EE | $2,304 | $2,854-19.3% | $3,897-40.9% | $3,332-30.8% |
| Admin fee / account holder | $5,281 | $3,840+37.5% | $5,194+1.7% | $4,645+13.7% |