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 | $7,366 | $72,071-89.8% | $68,368-89.2% | $137,256-94.6% |
| Participation rate | 91.3% | 76.2%+15.1pp | 73.8%+17.6pp | 80.0%+11.3pp |
| Annual return | 23.03% | 353.14%-330.1pp | 292.57%-269.5pp | 220.34%-197.3pp |
| Employer contribution / active EE | $1,143 | $2,788-59.0% | $2,649-56.9% | $4,156-72.5% |
| Participant deferral / active EE | $1,831 | $4,410-58.5% | $4,123-55.6% | $6,407-71.4% |
| Admin fee / account holder | $478 | $5,336-91.0% | $5,150-90.7% | $12,270-96.1% |