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 | $15,665 | $96,635-83.8% | $86,612-81.9% | $139,434-88.8% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 16.29% | 106.41%-90.1pp | 591.07%-574.8pp | 372.94%-356.7pp |
| Employer contribution / active EE | $2,049 | $3,263-37.2% | $3,022-32.2% | $4,751-56.9% |
| Participant deferral / active EE | $5,558 | $4,836+14.9% | $4,438+25.2% | $6,710-17.2% |
| Admin fee / account holder | $12,423 | $6,408+93.9% | $5,614+121.3% | $11,403+9.0% |