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 3-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 | $5,632 | $30,400-81.5% | $53,898-89.6% | $84,808-93.4% |
| Participation rate | 73.4% | 46.4%+27.0pp | 55.0%+18.4pp | 68.3%+5.1pp |
| Annual return | 28.03% | 500.19%-472.2pp | 528.60%-500.6pp | 40.90%-12.9pp |
| Employer contribution / active EE | $980 | $603+62.6% | $932+5.2% | $2,631-62.7% |
| Participant deferral / active EE | $1,538 | $1,199+28.3% | $1,826-15.8% | $4,212-63.5% |
| Admin fee / account holder | $674 | $1,993-66.2% | $2,491-72.9% | $7,344-90.8% |