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 | $8,159 | $29,660-72.5% | $56,411-85.5% | $80,856-89.9% |
| Participation rate | 75.9% | 41.6%+34.3pp | 52.5%+23.4pp | 67.6%+8.3pp |
| Annual return | 11.92% | 35.23%-23.3pp | 1701.33%-1689.4pp | 35.59%-23.7pp |
| Employer contribution / active EE | $570 | $669-14.8% | $1,039-45.1% | $2,755-79.3% |
| Participant deferral / active EE | $1,207 | $1,226-1.6% | $1,952-38.2% | $4,296-71.9% |
| Admin fee / account holder | $1,760 | $2,428-27.5% | $2,829-37.8% | $6,918-74.6% |