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 8-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 | $11,981 | $34,308-65.1% | $74,701-84.0% | $72,985-83.6% |
| Participation rate | 100.0% | 42.4%+57.6pp | 54.5%+45.5pp | 69.5%+30.5pp |
| Annual return | 24.90% | 26.58%-1.7pp | 752.92%-728.0pp | 81.00%-56.1pp |
| Employer contribution / active EE | $1,564 | $692+126.2% | $1,084+44.4% | $2,440-35.9% |
| Participant deferral / active EE | $4,632 | $1,271+264.3% | $1,964+135.9% | $3,607+28.4% |
| Admin fee / account holder | $1,098 | $2,124-48.3% | $3,333-67.0% | $5,124-78.6% |