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 | $16,195 | $149,040-89.1% | $120,225-86.5% | $137,256-88.2% |
| Participation rate | 71.4% | 75.4%-4.0pp | 69.6%+1.9pp | 80.0%-8.5pp |
| Annual return | 16.49% | 605.68%-589.2pp | 439.23%-422.7pp | 220.34%-203.9pp |
| Employer contribution / active EE | $1,798 | $4,350-58.7% | $3,475-48.3% | $4,156-56.7% |
| Participant deferral / active EE | $3,872 | $4,655-16.8% | $3,999-3.2% | $6,407-39.6% |
| Admin fee / account holder | $2,513 | $6,348-60.4% | $5,696-55.9% | $12,270-79.5% |