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 9-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 | $39,786 | $100,852-60.5% | $90,404-56.0% | $158,922-75.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 6.06% | 1724.20%-1718.1pp | 1293.02%-1287.0pp | 302.83%-296.8pp |
| Employer contribution / active EE | $3,523 | $3,689-4.5% | $3,262+8.0% | $4,761-26.0% |
| Participant deferral / active EE | $10,958 | $4,348+152.0% | $3,963+176.5% | $5,982+83.2% |
| Admin fee / account holder | $855 | $6,501-86.8% | $5,611-84.8% | $11,246-92.4% |