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 | $35,174 | $72,607-51.6% | $90,749-61.2% | $66,914-47.4% |
| Participation rate | 98.6% | 73.7%+25.0pp | 75.7%+23.0pp | 69.8%+28.8pp |
| Annual return | 266.41% | -12.28%+278.7pp | -12.16%+278.6pp | 1.58%+264.8pp |
| Employer contribution / active EE | $4,912 | $2,369+107.4% | $2,921+68.2% | $2,544+93.1% |
| Participant deferral / active EE | $12,113 | $3,977+204.6% | $4,564+165.4% | $4,237+185.9% |
| Admin fee / account holder | $515 | $707-27.2% | $8,445-93.9% | $593-13.2% |