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 | $45,553 | $102,604-55.6% | $86,188-47.1% | $139,434-67.3% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.0%+11.0pp | 80.3%-0.3pp |
| Annual return | 18.22% | 1922.51%-1904.3pp | 1168.45%-1150.2pp | 372.94%-354.7pp |
| Employer contribution / active EE | $9,104 | $3,032+200.2% | $2,380+282.5% | $4,751+91.6% |
| Participant deferral / active EE | $5,580 | $4,676+19.4% | $3,985+40.0% | $6,710-16.8% |
| Admin fee / account holder | $6,764 | $8,657-21.9% | $6,852-1.3% | $11,403-40.7% |