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 9-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 | $21,481 | $49,922-57.0% | $80,569-73.3% | $75,163-71.4% |
| Participation rate | 89.2% | 55.3%+33.9pp | 67.0%+22.2pp | 67.2%+22.0pp |
| Annual return | 20.73% | 34.69%-14.0pp | 935.43%-914.7pp | 160.62%-139.9pp |
| Employer contribution / active EE | $905 | $1,698-46.7% | $2,723-66.8% | $2,670-66.1% |
| Participant deferral / active EE | $2,853 | $2,990-4.6% | $4,447-35.8% | $4,125-30.8% |
| Admin fee / account holder | $1,580 | $3,577-55.8% | $5,377-70.6% | $5,651-72.0% |