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 | $55,850 | $100,852-44.6% | $90,404-38.2% | $158,922-64.9% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.7%+19.6pp | 82.0%+10.3pp |
| Annual return | 20.07% | 1724.20%-1704.1pp | 1293.02%-1272.9pp | 302.83%-282.8pp |
| Employer contribution / active EE | $4,417 | $3,689+19.8% | $3,262+35.4% | $4,761-7.2% |
| Participant deferral / active EE | $8,127 | $4,348+86.9% | $3,963+105.1% | $5,982+35.9% |
| Admin fee / account holder | $12,587 | $6,501+93.6% | $5,611+124.3% | $11,246+11.9% |