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 | $9,539 | $68,097-86.0% | $62,929-84.8% | $137,256-93.0% |
| Participation rate | 82.6% | 77.4%+5.2pp | 73.1%+9.5pp | 80.0%+2.6pp |
| Annual return | 13.93% | 1859.11%-1845.2pp | 1063.93%-1050.0pp | 220.34%-206.4pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,381 | $4,553-47.7% | $3,888-38.8% | $6,407-62.8% |
| Admin fee / account holder | $793 | $6,521-87.8% | $5,065-84.3% | $12,270-93.5% |