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 8-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 | $36,913 | $63,346-41.7% | $92,233-60.0% | $70,131-47.4% |
| Participation rate | 98.7% | 68.7%+30.0pp | 76.5%+22.2pp | 69.5%+29.1pp |
| Annual return | 13.93% | 530.12%-516.2pp | 176.28%-162.3pp | 73.14%-59.2pp |
| Employer contribution / active EE | $1,061 | $2,471-57.1% | $3,679-71.2% | $2,342-54.7% |
| Participant deferral / active EE | $4,455 | $2,854+56.1% | $3,897+14.3% | $3,332+33.7% |
| Admin fee / account holder | $7,025 | $3,840+82.9% | $5,194+35.3% | $4,645+51.2% |