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 | $28,644 | $158,398-81.9% | $126,539-77.4% | $142,382-79.9% |
| Participation rate | 92.3% | 75.8%+16.5pp | 69.8%+22.5pp | 80.1%+12.2pp |
| Annual return | 10.23% | 593.76%-583.5pp | 425.95%-415.7pp | 217.08%-206.8pp |
| Employer contribution / active EE | $1,399 | $4,650-69.9% | $3,674-61.9% | $4,299-67.5% |
| Participant deferral / active EE | $3,776 | $4,767-20.8% | $4,083-7.5% | $6,507-42.0% |
| Admin fee / account holder | $1,742 | $6,918-74.8% | $6,065-71.3% | $12,624-86.2% |