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 | $20,938 | $108,919-80.8% | $100,391-79.1% | $145,922-85.7% |
| Participation rate | 72.2% | 82.9%-10.7pp | 81.5%-9.3pp | 80.3%-8.1pp |
| Annual return | 85.31% | 57.88%+27.4pp | 49.20%+36.1pp | 561.29%-476.0pp |
| Employer contribution / active EE | $1,582 | $4,419-64.2% | $3,942-59.9% | $4,660-66.0% |
| Participant deferral / active EE | $4,073 | $8,445-51.8% | $8,082-49.6% | $6,688-39.1% |
| Admin fee / account holder | $969 | $9,689-90.0% | $7,899-87.7% | $13,397-92.8% |