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 | $8,061 | $158,398-94.9% | $126,539-93.6% | $142,382-94.3% |
| Participation rate | 90.0% | 75.8%+14.2pp | 69.8%+20.2pp | 80.1%+9.9pp |
| Annual return | 26.04% | 593.76%-567.7pp | 425.95%-399.9pp | 217.08%-191.0pp |
| Employer contribution / active EE | $2,328 | $4,650-49.9% | $3,674-36.6% | $4,299-45.8% |
| Participant deferral / active EE | $3,712 | $4,767-22.1% | $4,083-9.1% | $6,507-43.0% |
| Admin fee / account holder | $375 | $6,918-94.6% | $6,065-93.8% | $12,624-97.0% |