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 8-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 | $77,450 | $82,664-6.3% | $125,339-38.2% | $68,494+13.1% |
| Participation rate | 98.3% | 75.0%+23.3pp | 82.4%+16.0pp | 67.9%+30.4pp |
| Annual return | 78.08% | -5.97%+84.0pp | 572.05%-494.0pp | -7.84%+85.9pp |
| Employer contribution / active EE | $9,336 | $3,381+176.1% | $4,814+94.0% | $2,596+259.6% |
| Participant deferral / active EE | $0 | $6,110-100.0% | $7,446-100.0% | $4,027-100.0% |
| Admin fee / account holder | $1,328 | $6,275-78.8% | $10,010-86.7% | $5,403-75.4% |