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 4-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 | $27,004 | $49,922-45.9% | $80,569-66.5% | $75,163-64.1% |
| Participation rate | 80.6% | 55.3%+25.3pp | 67.0%+13.6pp | 67.2%+13.5pp |
| Annual return | 20.84% | 34.69%-13.8pp | 935.43%-914.6pp | 160.62%-139.8pp |
| Employer contribution / active EE | $4,340 | $1,698+155.6% | $2,723+59.4% | $2,670+62.6% |
| Participant deferral / active EE | $6,505 | $2,990+117.5% | $4,447+46.3% | $4,125+57.7% |
| Admin fee / account holder | $1,199 | $3,577-66.5% | $5,377-77.7% | $5,651-78.8% |