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 5-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 | $8,581 | $29,660-71.1% | $56,411-84.8% | $80,856-89.4% |
| Participation rate | 77.6% | 41.6%+36.0pp | 52.5%+25.1pp | 67.6%+10.0pp |
| Annual return | 12.93% | 35.23%-22.3pp | 1701.33%-1688.4pp | 35.59%-22.7pp |
| Employer contribution / active EE | $636 | $669-4.9% | $1,039-38.7% | $2,755-76.9% |
| Participant deferral / active EE | $1,457 | $1,226+18.8% | $1,952-25.4% | $4,296-66.1% |
| Admin fee / account holder | $1,514 | $2,428-37.6% | $2,829-46.5% | $6,918-78.1% |