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 | $11,739 | $108,642-89.2% | $74,701-84.3% | $152,861-92.3% |
| Participation rate | 90.9% | 65.3%+25.6pp | 54.5%+36.4pp | 82.4%+8.5pp |
| Annual return | 24.66% | 114.06%-89.4pp | 752.92%-728.3pp | 345.32%-320.7pp |
| Employer contribution / active EE | $1,074 | $1,503-28.5% | $1,084-0.9% | $4,762-77.4% |
| Participant deferral / active EE | $2,739 | $2,712+1.0% | $1,964+39.5% | $5,850-53.2% |
| Admin fee / account holder | $762 | $4,902-84.5% | $3,333-77.1% | $11,596-93.4% |