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 | $38,699 | $109,817-64.8% | $98,442-60.7% | $167,490-76.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 12.27% | 1956.69%-1944.4pp | 1492.73%-1480.5pp | 478.56%-466.3pp |
| Employer contribution / active EE | $4,606 | $3,224+42.9% | $2,960+55.6% | $4,837-4.8% |
| Participant deferral / active EE | $6,981 | $4,673+49.4% | $4,276+63.3% | $6,341+10.1% |
| Admin fee / account holder | $4,466 | $6,753-33.9% | $5,949-24.9% | $12,309-63.7% |