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 | $58,603 | $102,317-42.7% | $146,958-60.1% | $80,856-27.5% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.2%-7.2pp | 67.6%+7.4pp |
| Annual return | 22.47% | 134.76%-112.3pp | 418.34%-395.9pp | 35.59%-13.1pp |
| Employer contribution / active EE | $4,514 | $3,713+21.6% | $4,933-8.5% | $2,755+63.8% |
| Participant deferral / active EE | $8,158 | $6,644+22.8% | $8,070+1.1% | $4,296+89.9% |
| Admin fee / account holder | $1,090 | $7,941-86.3% | $12,998-91.6% | $6,918-84.2% |