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 | $16,941 | $83,902-79.8% | $167,512-89.9% | $84,808-80.0% |
| Participation rate | 92.0% | 66.5%+25.5pp | 77.1%+14.9pp | 68.3%+23.7pp |
| Annual return | 22.05% | 91.55%-69.5pp | 1615.79%-1593.7pp | 40.90%-18.8pp |
| Employer contribution / active EE | $1,736 | $2,264-23.3% | $3,882-55.3% | $2,631-34.0% |
| Participant deferral / active EE | $3,107 | $4,442-30.1% | $6,405-51.5% | $4,212-26.2% |
| Admin fee / account holder | $1,835 | $7,915-76.8% | $9,769-81.2% | $7,344-75.0% |