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 6-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 | $34,035 | $102,317-66.7% | $146,958-76.8% | $80,856-57.9% |
| Participation rate | 82.7% | 75.8%+6.9pp | 82.2%+0.5pp | 67.6%+15.1pp |
| Annual return | 45.32% | 134.76%-89.4pp | 418.34%-373.0pp | 35.59%+9.7pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,454 | $6,644-33.0% | $8,070-44.8% | $4,296+3.7% |
| Admin fee / account holder | $826 | $7,941-89.6% | $12,998-93.6% | $6,918-88.1% |