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 6-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 | $17,602 | $48,046-63.4% | $84,611-79.2% | $72,985-75.9% |
| Participation rate | 85.7% | 57.6%+28.1pp | 68.2%+17.5pp | 69.5%+16.2pp |
| Annual return | 0.00% | 37.38%-37.4pp | 258.74%-258.7pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,012 | $1,602-36.8% | $2,652-61.8% | $2,440-58.5% |
| Participant deferral / active EE | $1,672 | $2,680-37.6% | $3,899-57.1% | $3,607-53.6% |
| Admin fee / account holder | $403 | $3,395-88.1% | $4,912-91.8% | $5,124-92.1% |