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 | $18,953 | $96,305-80.3% | $80,569-76.5% | $139,434-86.4% |
| Participation rate | 90.5% | 73.6%+16.8pp | 67.0%+23.5pp | 80.3%+10.2pp |
| Annual return | 26.31% | 1350.08%-1323.8pp | 935.43%-909.1pp | 372.94%-346.6pp |
| Employer contribution / active EE | $3,535 | $3,262+8.4% | $2,723+29.8% | $4,751-25.6% |
| Participant deferral / active EE | $5,903 | $5,232+12.8% | $4,447+32.7% | $6,710-12.0% |
| Admin fee / account holder | $1,058 | $6,599-84.0% | $5,377-80.3% | $11,403-90.7% |