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 | $10,302 | $81,625-87.4% | $58,482-82.4% | $139,434-92.6% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 22.35% | 7404.20%-7381.8pp | 4239.32%-4217.0pp | 372.94%-350.6pp |
| Employer contribution / active EE | $987 | $1,398-29.4% | $1,053-6.3% | $4,751-79.2% |
| Participant deferral / active EE | $2,135 | $2,557-16.5% | $1,924+11.0% | $6,710-68.2% |
| Admin fee / account holder | $2,088 | $3,265-36.1% | $2,516-17.0% | $11,403-81.7% |