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 | $2,942 | $30,400-90.3% | $53,898-94.5% | $84,808-96.5% |
| Participation rate | 70.2% | 46.4%+23.7pp | 55.0%+15.2pp | 68.3%+1.9pp |
| Annual return | 25.84% | 500.19%-474.3pp | 528.60%-502.8pp | 40.90%-15.1pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,512 | $1,199+26.1% | $1,826-17.2% | $4,212-64.1% |
| Admin fee / account holder | $512 | $1,993-74.3% | $2,491-79.4% | $7,344-93.0% |