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 | $15,193 | $74,888-79.7% | $71,209-78.7% | $142,382-89.3% |
| Participation rate | 91.3% | 76.2%+15.1pp | 73.8%+17.6pp | 80.1%+11.2pp |
| Annual return | 20.01% | 345.14%-325.1pp | 282.51%-262.5pp | 217.08%-197.1pp |
| Employer contribution / active EE | $1,215 | $2,854-57.4% | $2,721-55.3% | $4,299-71.7% |
| Participant deferral / active EE | $1,916 | $4,454-57.0% | $4,175-54.1% | $6,507-70.6% |
| Admin fee / account holder | $1,363 | $5,568-75.5% | $5,349-74.5% | $12,624-89.2% |