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 | $48,164 | $70,428-31.6% | $96,562-50.1% | $85,850-43.9% |
| Participation rate | 95.5% | 61.8%+33.6pp | 69.8%+25.6pp | 69.3%+26.1pp |
| Annual return | 13.72% | 18.59%-4.9pp | 37.78%-24.1pp | 318.53%-304.8pp |
| Employer contribution / active EE | $7,928 | $1,413+461.1% | $2,356+236.4% | $2,565+209.1% |
| Participant deferral / active EE | $5,294 | $2,894+83.0% | $3,849+37.6% | $3,952+34.0% |
| Admin fee / account holder | $1,010 | $4,997-79.8% | $6,181-83.7% | $6,260-83.9% |