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 9-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 | $27,542 | $112,881-75.6% | $90,951-69.7% | $158,922-82.7% |
| Participation rate | 85.7% | 74.7%+11.0pp | 69.0%+16.7pp | 82.0%+3.8pp |
| Annual return | 20.39% | 215.79%-195.4pp | 134.60%-114.2pp | 302.83%-282.4pp |
| Employer contribution / active EE | $611 | $2,893-78.9% | $2,122-71.2% | $4,761-87.2% |
| Participant deferral / active EE | $1,354 | $4,128-67.2% | $3,373-59.9% | $5,982-77.4% |
| Admin fee / account holder | $1,072 | $8,041-86.7% | $5,959-82.0% | $11,246-90.5% |