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 8-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 | $136,968 | $99,921+37.1% | $85,009+61.1% | $145,959-6.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 17.00% | 83.89%-66.9pp | 66.47%-49.5pp | 561.95%-544.9pp |
| Employer contribution / active EE | $1,818 | $3,233-43.8% | $2,728-33.4% | $4,661-61.0% |
| Participant deferral / active EE | $5,457 | $5,293+3.1% | $4,522+20.7% | $6,689-18.4% |
| Admin fee / account holder | $30,848 | $7,252+325.4% | $6,153+401.4% | $13,398+130.2% |