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 | $46,913 | $114,047-58.9% | $96,139-51.2% | $167,490-72.0% |
| Participation rate | 75.0% | 75.1%-0.1pp | 68.4%+6.6pp | 82.1%-7.1pp |
| Annual return | 8.74% | 189.88%-181.1pp | 191.94%-183.2pp | 478.56%-469.8pp |
| Employer contribution / active EE | $2,670 | $3,427-22.1% | $2,797-4.5% | $4,837-44.8% |
| Participant deferral / active EE | $4,971 | $5,194-4.3% | $4,349+14.3% | $6,341-21.6% |
| Admin fee / account holder | $707 | $6,897-89.8% | $5,537-87.2% | $12,309-94.3% |