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 6-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 | $13,854 | $102,604-86.5% | $86,188-83.9% | $139,434-90.1% |
| Participation rate | 92.9% | 74.5%+18.4pp | 69.0%+23.9pp | 80.3%+12.5pp |
| Annual return | 16.77% | 1922.51%-1905.7pp | 1168.45%-1151.7pp | 372.94%-356.2pp |
| Employer contribution / active EE | $1,758 | $3,032-42.0% | $2,380-26.1% | $4,751-63.0% |
| Participant deferral / active EE | $2,073 | $4,676-55.7% | $3,985-48.0% | $6,710-69.1% |
| Admin fee / account holder | $2,062 | $8,657-76.2% | $6,852-69.9% | $11,403-81.9% |