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 4-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 | $4,682 | $81,625-94.3% | $58,482-92.0% | $139,434-96.6% |
| Participation rate | 88.9% | 61.3%+27.6pp | 50.9%+38.0pp | 80.3%+8.6pp |
| Annual return | 10.74% | 7404.20%-7393.5pp | 4239.32%-4228.6pp | 372.94%-362.2pp |
| Employer contribution / active EE | $702 | $1,398-49.8% | $1,053-33.3% | $4,751-85.2% |
| Participant deferral / active EE | $6,279 | $2,557+145.6% | $1,924+226.4% | $6,710-6.4% |
| Admin fee / account holder | $3,800 | $3,265+16.4% | $2,516+51.0% | $11,403-66.7% |