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 10-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 | $22,154 | $104,106-78.7% | $71,086-68.8% | $135,375-83.6% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | 1.21% | 1256.30%-1255.1pp | 650.59%-649.4pp | 519.73%-518.5pp |
| Employer contribution / active EE | $1,182 | $1,485-20.4% | $1,088+8.7% | $4,779-75.3% |
| Participant deferral / active EE | $1,615 | $2,527-36.1% | $1,874-13.8% | $5,609-71.2% |
| Admin fee / account holder | $659 | $4,142-84.1% | $3,082-78.6% | $10,827-93.9% |