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 | $22,020 | $57,281-61.6% | $86,612-74.6% | $75,163-70.7% |
| Participation rate | 98.8% | 63.2%+35.6pp | 71.7%+27.1pp | 67.2%+31.6pp |
| Annual return | 19.21% | 2670.75%-2651.5pp | 591.07%-571.9pp | 160.62%-141.4pp |
| Employer contribution / active EE | $1,356 | $2,314-41.4% | $3,022-55.1% | $2,670-49.2% |
| Participant deferral / active EE | $2,580 | $3,318-22.2% | $4,438-41.9% | $4,125-37.5% |
| Admin fee / account holder | $749 | $4,112-81.8% | $5,614-86.7% | $5,651-86.7% |