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 9-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 | $18,831 | $99,877-81.1% | $84,966-77.8% | $145,922-87.1% |
| Participation rate | 90.5% | 74.1%+16.4pp | 67.5%+23.0pp | 80.3%+10.2pp |
| Annual return | 17.79% | 83.76%-66.0pp | 66.38%-48.6pp | 561.29%-543.5pp |
| Employer contribution / active EE | $1,351 | $3,231-58.2% | $2,727-50.4% | $4,660-71.0% |
| Participant deferral / active EE | $3,504 | $5,291-33.8% | $4,519-22.5% | $6,688-47.6% |
| Admin fee / account holder | $1,365 | $7,248-81.2% | $6,149-77.8% | $13,397-89.8% |