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 3-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 | $59,583 | $102,317-41.8% | $146,958-59.5% | $80,856-26.3% |
| Participation rate | 79.1% | 75.8%+3.2pp | 82.2%-3.1pp | 67.6%+11.4pp |
| Annual return | 14.52% | 134.76%-120.2pp | 418.34%-403.8pp | 35.59%-21.1pp |
| Employer contribution / active EE | $2,914 | $3,713-21.5% | $4,933-40.9% | $2,755+5.8% |
| Participant deferral / active EE | $5,073 | $6,644-23.6% | $8,070-37.1% | $4,296+18.1% |
| Admin fee / account holder | $1,719 | $7,941-78.4% | $12,998-86.8% | $6,918-75.2% |