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 | $26,324 | $57,281-54.0% | $86,612-69.6% | $75,163-65.0% |
| Participation rate | 82.9% | 63.2%+19.7pp | 71.7%+11.2pp | 67.2%+15.7pp |
| Annual return | 39.61% | 2670.75%-2631.1pp | 591.07%-551.5pp | 160.62%-121.0pp |
| Employer contribution / active EE | $1,398 | $2,314-39.6% | $3,022-53.8% | $2,670-47.6% |
| Participant deferral / active EE | $3,305 | $3,318-0.4% | $4,438-25.5% | $4,125-19.9% |
| Admin fee / account holder | $8,215 | $4,112+99.8% | $5,614+46.3% | $5,651+45.4% |