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 5-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 | $44,527 | $58,208-23.5% | $81,812-45.6% | $80,856-44.9% |
| Participation rate | 97.4% | 63.4%+34.0pp | 72.3%+25.0pp | 67.6%+29.7pp |
| Annual return | 15.81% | 41.66%-25.9pp | 773.79%-758.0pp | 35.59%-19.8pp |
| Employer contribution / active EE | $5,352 | $2,340+128.7% | $2,912+83.8% | $2,755+94.3% |
| Participant deferral / active EE | $11,903 | $3,281+262.8% | $4,319+175.6% | $4,296+177.1% |
| Admin fee / account holder | $3,441 | $4,981-30.9% | $7,386-53.4% | $6,918-50.3% |