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 | $37,253 | $82,664-54.9% | $125,339-70.3% | $68,494-45.6% |
| Participation rate | 95.3% | 75.0%+20.3pp | 82.4%+13.0pp | 67.9%+27.5pp |
| Annual return | 47.67% | -5.97%+53.6pp | 572.05%-524.4pp | -7.84%+55.5pp |
| Employer contribution / active EE | $2,445 | $3,381-27.7% | $4,814-49.2% | $2,596-5.8% |
| Participant deferral / active EE | $10,080 | $6,110+65.0% | $7,446+35.4% | $4,027+150.3% |
| Admin fee / account holder | $3,169 | $6,275-49.5% | $10,010-68.3% | $5,403-41.3% |