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 | $27,584 | $83,902-67.1% | $167,512-83.5% | $84,808-67.5% |
| Participation rate | 95.9% | 66.5%+29.4pp | 77.1%+18.8pp | 68.3%+27.6pp |
| Annual return | 15.78% | 91.55%-75.8pp | 1615.79%-1600.0pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,425 | $2,264+7.1% | $3,882-37.5% | $2,631-7.8% |
| Participant deferral / active EE | $2,775 | $4,442-37.5% | $6,405-56.7% | $4,212-34.1% |
| Admin fee / account holder | $2,134 | $7,915-73.0% | $9,769-78.2% | $7,344-70.9% |