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 7-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 | $27,938 | $49,922-44.0% | $80,569-65.3% | $75,163-62.8% |
| Participation rate | 79.7% | 55.3%+24.4pp | 67.0%+12.7pp | 67.2%+12.5pp |
| Annual return | 17.53% | 34.69%-17.2pp | 935.43%-917.9pp | 160.62%-143.1pp |
| Employer contribution / active EE | $5,463 | $1,698+221.7% | $2,723+100.6% | $2,670+104.6% |
| Participant deferral / active EE | $3,276 | $2,990+9.5% | $4,447-26.3% | $4,125-20.6% |
| Admin fee / account holder | $1,495 | $3,577-58.2% | $5,377-72.2% | $5,651-73.5% |