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 | $35,706 | $111,724-68.0% | $93,606-61.9% | $145,922-75.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.63% | 202.98%-191.3pp | 133.20%-121.6pp | 561.29%-549.7pp |
| Employer contribution / active EE | $2,722 | $3,090-11.9% | $2,420+12.5% | $4,660-41.6% |
| Participant deferral / active EE | $2,923 | $4,912-40.5% | $4,411-33.7% | $6,688-56.3% |
| Admin fee / account holder | $333 | $10,250-96.7% | $8,285-96.0% | $13,397-97.5% |