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 3-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 | $46,756 | $57,281-18.4% | $86,612-46.0% | $75,163-37.8% |
| Participation rate | 75.0% | 63.2%+11.8pp | 71.7%+3.3pp | 67.2%+7.8pp |
| Annual return | 25856.40% | 2670.75%+23185.7pp | 591.07%+25265.3pp | 160.62%+25695.8pp |
| Employer contribution / active EE | $2,088 | $2,314-9.8% | $3,022-30.9% | $2,670-21.8% |
| Participant deferral / active EE | $4,299 | $3,318+29.6% | $4,438-3.1% | $4,125+4.2% |
| Admin fee / account holder | $639 | $4,112-84.5% | $5,614-88.6% | $5,651-88.7% |