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 7-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 | $18,390 | $96,635-81.0% | $86,612-78.8% | $139,434-86.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.89% | 106.41%-90.5pp | 591.07%-575.2pp | 372.94%-357.0pp |
| Employer contribution / active EE | $2,623 | $3,263-19.6% | $3,022-13.2% | $4,751-44.8% |
| Participant deferral / active EE | $8,372 | $4,836+73.1% | $4,438+88.7% | $6,710+24.8% |
| Admin fee / account holder | $738 | $6,408-88.5% | $5,614-86.9% | $11,403-93.5% |