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 | $33,289 | $49,173-32.3% | $121,098-72.5% | $75,163-55.7% |
| Participation rate | 78.3% | 55.4%+22.9pp | 69.5%+8.8pp | 67.2%+11.1pp |
| Annual return | 17.10% | 55.99%-38.9pp | 985.75%-968.6pp | 160.62%-143.5pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,164-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,443 | $2,628+107.1% | $4,080+33.4% | $4,125+31.9% |
| Admin fee / account holder | $9,911 | $3,942+151.5% | $5,644+75.6% | $5,651+75.4% |