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 10-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 | $22,637 | $105,998-78.6% | $92,233-75.5% | $147,584-84.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 20.93% | 50.05%-29.1pp | 176.28%-155.4pp | 578.55%-557.6pp |
| Employer contribution / active EE | $2,610 | $4,333-39.8% | $3,679-29.1% | $4,876-46.5% |
| Participant deferral / active EE | $6,047 | $4,478+35.0% | $3,897+55.2% | $5,439+11.2% |
| Admin fee / account holder | $752 | $6,332-88.1% | $5,194-85.5% | $10,885-93.1% |