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 3-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 | $23,603 | $158,398-85.1% | $126,539-81.3% | $142,382-83.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 27.37% | 593.76%-566.4pp | 425.95%-398.6pp | 217.08%-189.7pp |
| Employer contribution / active EE | $2,845 | $4,650-38.8% | $3,674-22.6% | $4,299-33.8% |
| Participant deferral / active EE | $5,271 | $4,767+10.6% | $4,083+29.1% | $6,507-19.0% |
| Admin fee / account holder | $642 | $6,918-90.7% | $6,065-89.4% | $12,624-94.9% |