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 9-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 | $47,365 | $118,849-60.1% | $96,562-50.9% | $167,490-71.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 14.90% | 50.49%-35.6pp | 37.78%-22.9pp | 478.56%-463.7pp |
| Employer contribution / active EE | $13,278 | $3,120+325.6% | $2,356+463.5% | $4,837+174.5% |
| Participant deferral / active EE | $2,616 | $4,616-43.3% | $3,849-32.0% | $6,341-58.8% |
| Admin fee / account holder | $1,194 | $8,065-85.2% | $6,181-80.7% | $12,309-90.3% |