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 | $52,307 | $60,124-13.0% | $90,404-42.1% | $79,858-34.5% |
| Participation rate | 87.8% | 65.0%+22.8pp | 72.7%+15.1pp | 69.6%+18.2pp |
| Annual return | 15.05% | 71.94%-56.9pp | 1293.02%-1278.0pp | 31.71%-16.7pp |
| Employer contribution / active EE | $1,749 | $2,068-15.4% | $3,262-46.4% | $2,471-29.2% |
| Participant deferral / active EE | $3,513 | $2,938+19.6% | $3,963-11.4% | $3,740-6.1% |
| Admin fee / account holder | $2,135 | $3,976-46.3% | $5,611-62.0% | $5,306-59.8% |