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 | $37,506 | $49,173-23.7% | $121,098-69.0% | $75,163-50.1% |
| Participation rate | 97.7% | 55.4%+42.3pp | 69.5%+28.2pp | 67.2%+30.5pp |
| Annual return | 24.77% | 55.99%-31.2pp | 985.75%-961.0pp | 160.62%-135.9pp |
| Employer contribution / active EE | $1,301 | $1,546-15.8% | $4,164-68.8% | $2,670-51.3% |
| Participant deferral / active EE | $5,782 | $2,628+120.1% | $4,080+41.7% | $4,125+40.2% |
| Admin fee / account holder | $1,861 | $3,942-52.8% | $5,644-67.0% | $5,651-67.1% |