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 10-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 | $13,583 | $65,409-79.2% | $98,442-86.2% | $85,850-84.2% |
| Participation rate | 96.7% | 65.0%+31.7pp | 73.3%+23.3pp | 69.3%+27.4pp |
| Annual return | 13.29% | 21.76%-8.5pp | 1492.73%-1479.4pp | 318.53%-305.2pp |
| Employer contribution / active EE | $1,530 | $2,168-29.4% | $2,960-48.3% | $2,565-40.3% |
| Participant deferral / active EE | $1,779 | $3,166-43.8% | $4,276-58.4% | $3,952-55.0% |
| Admin fee / account holder | $998 | $4,593-78.3% | $5,949-83.2% | $6,260-84.1% |