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 4-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 | $15,406 | $149,040-89.7% | $120,225-87.2% | $137,256-88.8% |
| Participation rate | 82.4% | 75.4%+6.9pp | 69.6%+12.8pp | 80.0%+2.4pp |
| Annual return | 14.27% | 605.68%-591.4pp | 439.23%-425.0pp | 220.34%-206.1pp |
| Employer contribution / active EE | $565 | $4,350-87.0% | $3,475-83.7% | $4,156-86.4% |
| Participant deferral / active EE | $3,403 | $4,655-26.9% | $3,999-14.9% | $6,407-46.9% |
| Admin fee / account holder | $3,629 | $6,348-42.8% | $5,696-36.3% | $12,270-70.4% |