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 4-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 | $1,884 | $30,400-93.8% | $53,898-96.5% | $84,808-97.8% |
| Participation rate | 70.0% | 46.4%+23.6pp | 55.0%+15.0pp | 68.3%+1.7pp |
| Annual return | 18.31% | 500.19%-481.9pp | 528.60%-510.3pp | 40.90%-22.6pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $469 | $1,199-60.9% | $1,826-74.3% | $4,212-88.9% |
| Admin fee / account holder | $655 | $1,993-67.1% | $2,491-73.7% | $7,344-91.1% |