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 | $19,390 | $65,561-70.4% | $86,188-77.5% | $75,163-74.2% |
| Participation rate | 73.0% | 60.5%+12.5pp | 69.0%+4.1pp | 67.2%+5.8pp |
| Annual return | 20.39% | 46.05%-25.7pp | 1168.45%-1148.1pp | 160.62%-140.2pp |
| Employer contribution / active EE | $995 | $1,553-35.9% | $2,380-58.2% | $2,670-62.7% |
| Participant deferral / active EE | $4,392 | $3,024+45.2% | $3,985+10.2% | $4,125+6.5% |
| Admin fee / account holder | $2,915 | $5,474-46.7% | $6,852-57.4% | $5,651-48.4% |