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 4-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 | $1,769 | $67,823-97.4% | $52,425-96.6% | $137,256-98.7% |
| Participation rate | 90.9% | 63.9%+27.0pp | 55.6%+35.3pp | 80.0%+10.9pp |
| Annual return | 23.30% | 219.11%-195.8pp | 302.12%-278.8pp | 220.34%-197.0pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,019 | $2,288-55.5% | $1,790-43.1% | $6,407-84.1% |
| Admin fee / account holder | $302 | $2,844-89.4% | $2,495-87.9% | $12,270-97.5% |