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 4-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 | $30,495 | $159,901-80.9% | $146,958-79.2% | $145,922-79.1% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 24.20% | 98.13%-73.9pp | 418.34%-394.1pp | 561.29%-537.1pp |
| Employer contribution / active EE | $3,673 | $5,286-30.5% | $4,933-25.6% | $4,660-21.2% |
| Participant deferral / active EE | $5,029 | $8,428-40.3% | $8,070-37.7% | $6,688-24.8% |
| Admin fee / account holder | $1,169 | $15,044-92.2% | $12,998-91.0% | $13,397-91.3% |