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 9-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 | $27,751 | $85,766-67.6% | $136,294-79.6% | $70,131-60.4% |
| Participation rate | 91.7% | 74.2%+17.5pp | 81.9%+9.7pp | 69.5%+22.1pp |
| Annual return | 0.00% | 31.45%-31.5pp | 5155.94%-5155.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $4,399 | $2,966+48.3% | $4,695-6.3% | $2,342+87.8% |
| Participant deferral / active EE | $7,205 | $5,051+42.6% | $6,247+15.3% | $3,332+116.3% |
| Admin fee / account holder | $1,511 | $5,420-72.1% | $9,243-83.7% | $4,645-67.5% |