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 7-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 | $36,924 | $34,308+7.6% | $74,701-50.6% | $72,985-49.4% |
| Participation rate | 73.9% | 42.4%+31.5pp | 54.5%+19.5pp | 69.5%+4.4pp |
| Annual return | 19.34% | 26.58%-7.2pp | 752.92%-733.6pp | 81.00%-61.7pp |
| Employer contribution / active EE | $1,346 | $692+94.6% | $1,084+24.2% | $2,440-44.8% |
| Participant deferral / active EE | $2,759 | $1,271+117.0% | $1,964+40.5% | $3,607-23.5% |
| Admin fee / account holder | $4,492 | $2,124+111.5% | $3,333+34.8% | $5,124-12.3% |