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 | $8,575 | $48,795-82.4% | $65,493-86.9% | $84,808-89.9% |
| Participation rate | 87.5% | 67.0%+20.5pp | 73.1%+14.4pp | 68.3%+19.2pp |
| Annual return | 20.57% | 20.20%+0.4pp | 982.45%-961.9pp | 40.90%-20.3pp |
| Employer contribution / active EE | $1,390 | $1,930-28.0% | $2,574-46.0% | $2,631-47.2% |
| Participant deferral / active EE | $2,147 | $2,928-26.7% | $3,961-45.8% | $4,212-49.0% |
| Admin fee / account holder | $1,692 | $3,877-56.4% | $5,028-66.3% | $7,344-77.0% |