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 | $8,305 | $158,398-94.8% | $126,539-93.4% | $142,382-94.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 14.02% | 593.76%-579.7pp | 425.95%-411.9pp | 217.08%-203.1pp |
| Employer contribution / active EE | $3,327 | $4,650-28.5% | $3,674-9.5% | $4,299-22.6% |
| Participant deferral / active EE | $2,651 | $4,767-44.4% | $4,083-35.1% | $6,507-59.3% |
| Admin fee / account holder | $1,052 | $6,918-84.8% | $6,065-82.7% | $12,624-91.7% |