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 7-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 | $13,679 | $51,638-73.5% | $68,368-80.0% | $82,448-83.4% |
| Participation rate | 97.3% | 63.6%+33.7pp | 73.8%+23.5pp | 68.1%+29.2pp |
| Annual return | 19.76% | 37.53%-17.8pp | 292.57%-272.8pp | 41.64%-21.9pp |
| Employer contribution / active EE | $664 | $2,047-67.6% | $2,649-74.9% | $2,551-74.0% |
| Participant deferral / active EE | $2,146 | $2,914-26.4% | $4,123-48.0% | $4,139-48.2% |
| Admin fee / account holder | $679 | $4,643-85.4% | $5,150-86.8% | $7,234-90.6% |