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 7-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 | $46,208 | $86,891-46.8% | $142,449-67.6% | $75,163-38.5% |
| Participation rate | 81.1% | 68.5%+12.6pp | 76.8%+4.3pp | 67.2%+13.9pp |
| Annual return | 949.26% | 23.31%+926.0pp | 19.99%+929.3pp | 160.62%+788.6pp |
| Employer contribution / active EE | $3,833 | $3,355+14.3% | $4,847-20.9% | $2,670+43.6% |
| Participant deferral / active EE | $9,346 | $4,938+89.3% | $6,283+48.7% | $4,125+126.6% |
| Admin fee / account holder | $3,412 | $7,299-53.3% | $10,011-65.9% | $5,651-39.6% |