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 8-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 | $9,766 | $49,922-80.4% | $80,569-87.9% | $75,163-87.0% |
| Participation rate | 75.9% | 55.3%+20.6pp | 67.0%+8.9pp | 67.2%+8.7pp |
| Annual return | 19.30% | 34.69%-15.4pp | 935.43%-916.1pp | 160.62%-141.3pp |
| Employer contribution / active EE | $2,088 | $1,698+22.9% | $2,723-23.3% | $2,670-21.8% |
| Participant deferral / active EE | $3,276 | $2,990+9.5% | $4,447-26.3% | $4,125-20.6% |
| Admin fee / account holder | $759 | $3,577-78.8% | $5,377-85.9% | $5,651-86.6% |