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 | $36,750 | $70,756-48.1% | $65,493-43.9% | $142,382-74.2% |
| Participation rate | 83.3% | 77.4%+6.0pp | 73.1%+10.2pp | 80.1%+3.2pp |
| Annual return | 21.45% | 1754.89%-1733.4pp | 982.45%-961.0pp | 217.08%-195.6pp |
| Employer contribution / active EE | $2,975 | $2,881+3.3% | $2,574+15.6% | $4,299-30.8% |
| Participant deferral / active EE | $6,411 | $4,637+38.2% | $3,961+61.8% | $6,507-1.5% |
| Admin fee / account holder | $3,732 | $6,559-43.1% | $5,028-25.8% | $12,624-70.4% |