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 10-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 | $17,635 | $85,202-79.3% | $172,739-89.8% | $72,985-75.8% |
| Participation rate | 98.4% | 70.1%+28.3pp | 82.6%+15.7pp | 69.5%+28.9pp |
| Annual return | 18.55% | 27.32%-8.8pp | 802.84%-784.3pp | 81.00%-62.5pp |
| Employer contribution / active EE | $1,158 | $3,324-65.2% | $5,143-77.5% | $2,440-52.5% |
| Participant deferral / active EE | $1,463 | $3,260-55.1% | $5,198-71.9% | $3,607-59.5% |
| Admin fee / account holder | $580 | $5,884-90.1% | $13,954-95.8% | $5,124-88.7% |