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 | $38,688 | $70,606-45.2% | $53,898-28.2% | $142,382-72.8% |
| Participation rate | 84.6% | 63.7%+20.9pp | 55.0%+29.7pp | 80.1%+4.5pp |
| Annual return | 16.86% | 619.81%-603.0pp | 528.60%-511.7pp | 217.08%-200.2pp |
| Employer contribution / active EE | $896 | $1,202-25.4% | $932-3.8% | $4,299-79.1% |
| Participant deferral / active EE | $3,304 | $2,364+39.8% | $1,826+80.9% | $6,507-49.2% |
| Admin fee / account holder | $315 | $2,852-89.0% | $2,491-87.4% | $12,624-97.5% |