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 3-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 | $2,289 | $70,606-96.8% | $53,898-95.8% | $142,382-98.4% |
| Participation rate | 71.4% | 63.7%+7.7pp | 55.0%+16.5pp | 80.1%-8.7pp |
| Annual return | 20.76% | 619.81%-599.1pp | 528.60%-507.8pp | 217.08%-196.3pp |
| Employer contribution / active EE | $612 | $1,202-49.1% | $932-34.3% | $4,299-85.8% |
| Participant deferral / active EE | $612 | $2,364-74.1% | $1,826-66.5% | $6,507-90.6% |
| Admin fee / account holder | $1,340 | $2,852-53.0% | $2,491-46.2% | $12,624-89.4% |