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 10-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 | $19,450 | $45,152-56.9% | $73,843-73.7% | $59,632-67.4% |
| Participation rate | 74.4% | 64.0%+10.4pp | 73.4%+1.0pp | 68.7%+5.7pp |
| Annual return | 4.58% | 27.40%-22.8pp | 2267.84%-2263.3pp | 2041.28%-2036.7pp |
| Employer contribution / active EE | $652 | $1,902-65.7% | $2,787-76.6% | $2,203-70.4% |
| Participant deferral / active EE | $1,572 | $2,574-38.9% | $3,583-56.1% | $3,192-50.8% |
| Admin fee / account holder | $1,501 | $3,516-57.3% | $4,880-69.2% | $4,297-65.1% |