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 | $46,018 | $29,660+55.2% | $56,411-18.4% | $80,856-43.1% |
| Participation rate | 92.6% | 41.6%+50.9pp | 52.5%+40.1pp | 67.6%+25.0pp |
| Annual return | 23.50% | 35.23%-11.7pp | 1701.33%-1677.8pp | 35.59%-12.1pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,221 | $1,226+325.9% | $1,952+167.5% | $4,296+21.5% |
| Admin fee / account holder | $7,673 | $2,428+216.1% | $2,829+171.3% | $6,918+10.9% |