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 | $23,708 | $88,751-73.3% | $81,812-71.0% | $145,922-83.8% |
| Participation rate | 95.7% | 75.0%+20.6pp | 72.3%+23.3pp | 80.3%+15.4pp |
| Annual return | 21.41% | 1025.40%-1004.0pp | 773.79%-752.4pp | 561.29%-539.9pp |
| Employer contribution / active EE | $5,198 | $3,083+68.6% | $2,912+78.5% | $4,660+11.6% |
| Participant deferral / active EE | $4,517 | $4,643-2.7% | $4,319+4.6% | $6,688-32.5% |
| Admin fee / account holder | $439 | $8,415-94.8% | $7,386-94.1% | $13,397-96.7% |