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 | $16,270 | $59,107-72.5% | $86,436-81.2% | $68,494-76.2% |
| Participation rate | 97.7% | 75.2%+22.4pp | 80.3%+17.4pp | 67.9%+29.8pp |
| Annual return | 0.00% | -0.23%+0.2pp | 4394.89%-4394.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $3,895 | $2,519+54.6% | $3,769+3.4% | $2,596+50.0% |
| Participant deferral / active EE | $7,994 | $5,901+35.5% | $6,952+15.0% | $4,027+98.5% |
| Admin fee / account holder | $446 | $5,637-92.1% | $6,731-93.4% | $5,403-91.7% |