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 | $21,873 | $60,124-63.6% | $90,404-75.8% | $79,858-72.6% |
| Participation rate | 74.2% | 65.0%+9.2pp | 72.7%+1.5pp | 69.6%+4.6pp |
| Annual return | 26.78% | 71.94%-45.2pp | 1293.02%-1266.2pp | 31.71%-4.9pp |
| Employer contribution / active EE | $2,108 | $2,068+2.0% | $3,262-35.4% | $2,471-14.7% |
| Participant deferral / active EE | $4,927 | $2,938+67.7% | $3,963+24.3% | $3,740+31.7% |
| Admin fee / account holder | $1,080 | $3,976-72.8% | $5,611-80.8% | $5,306-79.6% |