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 | $11,501 | $76,738-85.0% | $56,411-79.6% | $145,922-92.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 14.13% | 2994.23%-2980.1pp | 1701.33%-1687.2pp | 561.29%-547.2pp |
| Employer contribution / active EE | $959 | $1,380-30.5% | $1,039-7.7% | $4,660-79.4% |
| Participant deferral / active EE | $1,544 | $2,623-41.1% | $1,952-20.9% | $6,688-76.9% |
| Admin fee / account holder | $1,683 | $3,334-49.5% | $2,829-40.5% | $13,397-87.4% |