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 3-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 | $19,641 | $96,635-79.7% | $86,612-77.3% | $139,434-85.9% |
| Participation rate | 90.9% | 74.4%+16.5pp | 71.7%+19.2pp | 80.3%+10.6pp |
| Annual return | 25.25% | 106.41%-81.2pp | 591.07%-565.8pp | 372.94%-347.7pp |
| Employer contribution / active EE | $2,847 | $3,263-12.8% | $3,022-5.8% | $4,751-40.1% |
| Participant deferral / active EE | $7,415 | $4,836+53.3% | $4,438+67.1% | $6,710+10.5% |
| Admin fee / account holder | $890 | $6,408-86.1% | $5,614-84.1% | $11,403-92.2% |