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 | $10,736 | $27,915-61.5% | $58,482-81.6% | $75,163-85.7% |
| Participation rate | 94.1% | 38.8%+55.3pp | 50.9%+43.3pp | 67.2%+26.9pp |
| Annual return | 18.41% | 44.20%-25.8pp | 4239.32%-4220.9pp | 160.62%-142.2pp |
| Employer contribution / active EE | $2,909 | $669+334.8% | $1,053+176.2% | $2,670+9.0% |
| Participant deferral / active EE | $1,264 | $1,201+5.2% | $1,924-34.3% | $4,125-69.4% |
| Admin fee / account holder | $1,163 | $1,726-32.6% | $2,516-53.8% | $5,651-79.4% |