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 | $4,589 | $68,097-93.3% | $62,929-92.7% | $137,256-96.7% |
| Participation rate | 73.3% | 77.4%-4.1pp | 73.1%+0.2pp | 80.0%-6.6pp |
| Annual return | 16.91% | 1859.11%-1842.2pp | 1063.93%-1047.0pp | 220.34%-203.4pp |
| Employer contribution / active EE | $526 | $2,811-81.3% | $2,505-79.0% | $4,156-87.3% |
| Participant deferral / active EE | $1,207 | $4,553-73.5% | $3,888-69.0% | $6,407-81.2% |
| Admin fee / account holder | $437 | $6,521-93.3% | $5,065-91.4% | $12,270-96.4% |