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 | $54,272 | $88,751-38.8% | $81,812-33.7% | $145,922-62.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.03% | 1025.40%-1009.4pp | 773.79%-757.8pp | 561.29%-545.3pp |
| Employer contribution / active EE | $333 | $3,083-89.2% | $2,912-88.6% | $4,660-92.9% |
| Participant deferral / active EE | $6,115 | $4,643+31.7% | $4,319+41.6% | $6,688-8.6% |
| Admin fee / account holder | $4,923 | $8,415-41.5% | $7,386-33.3% | $13,397-63.3% |