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 | $11,730 | $49,922-76.5% | $80,569-85.4% | $75,163-84.4% |
| Participation rate | 96.4% | 55.3%+41.1pp | 67.0%+29.4pp | 67.2%+29.2pp |
| Annual return | 22.35% | 34.69%-12.3pp | 935.43%-913.1pp | 160.62%-138.3pp |
| Employer contribution / active EE | $726 | $1,698-57.3% | $2,723-73.4% | $2,670-72.8% |
| Participant deferral / active EE | $3,724 | $2,990+24.5% | $4,447-16.3% | $4,125-9.7% |
| Admin fee / account holder | $2,155 | $3,577-39.8% | $5,377-59.9% | $5,651-61.9% |