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 | $44,425 | $70,606-37.1% | $53,898-17.6% | $142,382-68.8% |
| Participation rate | 90.0% | 63.7%+26.3pp | 55.0%+35.0pp | 80.1%+9.9pp |
| Annual return | 18.53% | 619.81%-601.3pp | 528.60%-510.1pp | 217.08%-198.5pp |
| Employer contribution / active EE | $2,788 | $1,202+132.0% | $932+199.2% | $4,299-35.1% |
| Participant deferral / active EE | $7,448 | $2,364+215.0% | $1,826+307.8% | $6,507+14.5% |
| Admin fee / account holder | $1,912 | $2,852-33.0% | $2,491-23.3% | $12,624-84.9% |