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 3-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 | $4,338 | $29,319-85.2% | $52,425-91.7% | $82,448-94.7% |
| Participation rate | 84.9% | 46.9%+38.1pp | 55.6%+29.3pp | 68.1%+16.8pp |
| Annual return | 23.19% | 535.20%-512.0pp | 302.12%-278.9pp | 41.64%-18.5pp |
| Employer contribution / active EE | $535 | $586-8.7% | $914-41.5% | $2,551-79.0% |
| Participant deferral / active EE | $1,315 | $1,171+12.3% | $1,790-26.5% | $4,139-68.2% |
| Admin fee / account holder | $343 | $1,962-82.5% | $2,495-86.3% | $7,234-95.3% |