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 | $11,214 | $70,606-84.1% | $53,898-79.2% | $142,382-92.1% |
| Participation rate | 94.7% | 63.7%+31.0pp | 55.0%+39.8pp | 80.1%+14.6pp |
| Annual return | 15.24% | 619.81%-604.6pp | 528.60%-513.4pp | 217.08%-201.8pp |
| Employer contribution / active EE | $433 | $1,202-64.0% | $932-53.5% | $4,299-89.9% |
| Participant deferral / active EE | $1,276 | $2,364-46.0% | $1,826-30.1% | $6,507-80.4% |
| Admin fee / account holder | $492 | $2,852-82.7% | $2,491-80.2% | $12,624-96.1% |