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 10-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 | $16,861 | $83,902-79.9% | $167,512-89.9% | $84,808-80.1% |
| Participation rate | 95.7% | 66.5%+29.2pp | 77.1%+18.6pp | 68.3%+27.3pp |
| Annual return | 14.20% | 91.55%-77.3pp | 1615.79%-1601.6pp | 40.90%-26.7pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,495 | $4,442-21.3% | $6,405-45.4% | $4,212-17.0% |
| Admin fee / account holder | $2,046 | $7,915-74.1% | $9,769-79.1% | $7,344-72.1% |