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 | $4,732 | $70,606-93.3% | $53,898-91.2% | $142,382-96.7% |
| Participation rate | 72.7% | 63.7%+9.0pp | 55.0%+17.8pp | 80.1%-7.4pp |
| Annual return | 24.46% | 619.81%-595.4pp | 528.60%-504.1pp | 217.08%-192.6pp |
| Employer contribution / active EE | $552 | $1,202-54.1% | $932-40.8% | $4,299-87.2% |
| Participant deferral / active EE | $700 | $2,364-70.4% | $1,826-61.7% | $6,507-89.2% |
| Admin fee / account holder | $922 | $2,852-67.7% | $2,491-63.0% | $12,624-92.7% |