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 6-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 | $52,214 | $102,317-49.0% | $146,958-64.5% | $80,856-35.4% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.2%+10.2pp | 67.6%+24.7pp |
| Annual return | 44.47% | 134.76%-90.3pp | 418.34%-373.9pp | 35.59%+8.9pp |
| Employer contribution / active EE | $1,427 | $3,713-61.6% | $4,933-71.1% | $2,755-48.2% |
| Participant deferral / active EE | $8,822 | $6,644+32.8% | $8,070+9.3% | $4,296+105.4% |
| Admin fee / account holder | $1,808 | $7,941-77.2% | $12,998-86.1% | $6,918-73.9% |