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 | $9,937 | $97,125-89.8% | $86,233-88.5% | $137,256-92.8% |
| Participation rate | 73.7% | 74.2%-0.5pp | 69.0%+4.7pp | 80.0%-6.3pp |
| Annual return | 52.08% | 74.19%-22.1pp | 61.39%-9.3pp | 220.34%-168.3pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,033 | $5,180-41.4% | $4,559-33.5% | $6,407-52.7% |
| Admin fee / account holder | $2,078 | $9,725-78.6% | $8,342-75.1% | $12,270-83.1% |