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 6-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 | $7,196 | $29,319-75.5% | $52,425-86.3% | $82,448-91.3% |
| Participation rate | 71.0% | 46.9%+24.1pp | 55.6%+15.3pp | 68.1%+2.9pp |
| Annual return | 24.83% | 535.20%-510.4pp | 302.12%-277.3pp | 41.64%-16.8pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,709 | $1,171+45.9% | $1,790-4.5% | $4,139-58.7% |
| Admin fee / account holder | $621 | $1,962-68.4% | $2,495-75.1% | $7,234-91.4% |