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 | $4,860 | $70,606-93.1% | $53,898-91.0% | $142,382-96.6% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 26.86% | 619.81%-593.0pp | 528.60%-501.7pp | 217.08%-190.2pp |
| Employer contribution / active EE | $1,100 | $1,202-8.5% | $932+18.0% | $4,299-74.4% |
| Participant deferral / active EE | $1,353 | $2,364-42.8% | $1,826-25.9% | $6,507-79.2% |
| Admin fee / account holder | $469 | $2,852-83.6% | $2,491-81.2% | $12,624-96.3% |