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 10-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 | $40,339 | $88,751-54.5% | $81,812-50.7% | $145,922-72.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 44.62% | 1025.40%-980.8pp | 773.79%-729.2pp | 561.29%-516.7pp |
| Employer contribution / active EE | $4,509 | $3,083+46.2% | $2,912+54.8% | $4,660-3.2% |
| Participant deferral / active EE | $7,071 | $4,643+52.3% | $4,319+63.7% | $6,688+5.7% |
| Admin fee / account holder | $8,376 | $8,415-0.5% | $7,386+13.4% | $13,397-37.5% |