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 | $11,119 | $88,751-87.5% | $81,812-86.4% | $145,922-92.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.29% | 1025.40%-1008.1pp | 773.79%-756.5pp | 561.29%-544.0pp |
| Employer contribution / active EE | $1,278 | $3,083-58.5% | $2,912-56.1% | $4,660-72.6% |
| Participant deferral / active EE | $3,793 | $4,643-18.3% | $4,319-12.2% | $6,688-43.3% |
| Admin fee / account holder | $1,276 | $8,415-84.8% | $7,386-82.7% | $13,397-90.5% |