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 | $33,965 | $159,901-78.8% | $146,958-76.9% | $145,922-76.7% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 13.42% | 98.13%-84.7pp | 418.34%-404.9pp | 561.29%-547.9pp |
| Employer contribution / active EE | $4,987 | $5,286-5.7% | $4,933+1.1% | $4,660+7.0% |
| Participant deferral / active EE | $8,854 | $8,428+5.1% | $8,070+9.7% | $6,688+32.4% |
| Admin fee / account holder | $388 | $15,044-97.4% | $12,998-97.0% | $13,397-97.1% |