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 8-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 | $27,048 | $70,756-61.8% | $65,493-58.7% | $142,382-81.0% |
| Participation rate | 94.1% | 77.4%+16.7pp | 73.1%+21.0pp | 80.1%+14.0pp |
| Annual return | 15.64% | 1754.89%-1739.3pp | 982.45%-966.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $1,441 | $2,881-50.0% | $2,574-44.0% | $4,299-66.5% |
| Participant deferral / active EE | $5,071 | $4,637+9.4% | $3,961+28.0% | $6,507-22.1% |
| Admin fee / account holder | $2,807 | $6,559-57.2% | $5,028-44.2% | $12,624-77.8% |