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 | $44,658 | $102,317-56.4% | $146,958-69.6% | $80,856-44.8% |
| Participation rate | 85.3% | 75.8%+9.5pp | 82.2%+3.1pp | 67.6%+17.7pp |
| Annual return | 12.62% | 134.76%-122.1pp | 418.34%-405.7pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,629 | $3,713-56.1% | $4,933-67.0% | $2,755-40.9% |
| Participant deferral / active EE | $5,758 | $6,644-13.3% | $8,070-28.7% | $4,296+34.0% |
| Admin fee / account holder | $1,003 | $7,941-87.4% | $12,998-92.3% | $6,918-85.5% |