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 4-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 | $1,625 | $22,587-92.8% | $65,255-97.5% | $75,163-97.8% |
| Participation rate | 92.3% | 63.1%+29.2pp | 65.0%+27.3pp | 67.2%+25.1pp |
| Annual return | 18.91% | 71.03%-52.1pp | 47.35%-28.4pp | 160.62%-141.7pp |
| Employer contribution / active EE | $0 | $941-100.0% | $1,691-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,260 | $1,695-25.7% | $2,831-55.5% | $4,125-69.5% |
| Admin fee / account holder | $524 | $1,876-72.1% | $4,112-87.3% | $5,651-90.7% |