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 4-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 | $16,966 | $77,899-78.2% | $149,673-88.7% | $75,163-77.4% |
| Participation rate | 95.1% | 65.6%+29.5pp | 78.8%+16.4pp | 67.2%+27.9pp |
| Annual return | 77.07% | 31.72%+45.4pp | 134.42%-57.3pp | 160.62%-83.5pp |
| Employer contribution / active EE | $3,330 | $3,137+6.2% | $4,818-30.9% | $2,670+24.7% |
| Participant deferral / active EE | $6,397 | $3,411+87.5% | $5,680+12.6% | $4,125+55.1% |
| Admin fee / account holder | $1,992 | $5,956-66.6% | $13,210-84.9% | $5,651-64.8% |