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 3-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 | $13,812 | $117,983-88.3% | $101,794-86.4% | $142,382-90.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 165.81% | 36.92%+128.9pp | 30.53%+135.3pp | 217.08%-51.3pp |
| Employer contribution / active EE | $1,262 | $2,773-54.5% | $2,289-44.9% | $4,299-70.6% |
| Participant deferral / active EE | $3,271 | $4,714-30.6% | $4,084-19.9% | $6,507-49.7% |
| Admin fee / account holder | $541 | $10,433-94.8% | $8,777-93.8% | $12,624-95.7% |