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 | $40,688 | $65,409-37.8% | $98,442-58.7% | $85,850-52.6% |
| Participation rate | 80.6% | 65.0%+15.6pp | 73.3%+7.3pp | 69.3%+11.3pp |
| Annual return | 12.08% | 21.76%-9.7pp | 1492.73%-1480.6pp | 318.53%-306.5pp |
| Employer contribution / active EE | $866 | $2,168-60.1% | $2,960-70.7% | $2,565-66.2% |
| Participant deferral / active EE | $4,805 | $3,166+51.7% | $4,276+12.4% | $3,952+21.6% |
| Admin fee / account holder | $1,786 | $4,593-61.1% | $5,949-70.0% | $6,260-71.5% |