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 7-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 | $31,984 | $58,208-45.1% | $81,812-60.9% | $80,856-60.4% |
| Participation rate | 97.1% | 63.4%+33.7pp | 72.3%+24.8pp | 67.6%+29.5pp |
| Annual return | 15.37% | 41.66%-26.3pp | 773.79%-758.4pp | 35.59%-20.2pp |
| Employer contribution / active EE | $850 | $2,340-63.7% | $2,912-70.8% | $2,755-69.1% |
| Participant deferral / active EE | $1,117 | $3,281-65.9% | $4,319-74.1% | $4,296-74.0% |
| Admin fee / account holder | $2,840 | $4,981-43.0% | $7,386-61.6% | $6,918-59.0% |