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 7-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 | $25,464 | $74,888-66.0% | $71,209-64.2% | $142,382-82.1% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 20.16% | 345.14%-325.0pp | 282.51%-262.4pp | 217.08%-196.9pp |
| Employer contribution / active EE | $1,212 | $2,854-57.5% | $2,721-55.5% | $4,299-71.8% |
| Participant deferral / active EE | $9,204 | $4,454+106.6% | $4,175+120.5% | $6,507+41.4% |
| Admin fee / account holder | $1,902 | $5,568-65.8% | $5,349-64.4% | $12,624-84.9% |