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 10-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 | $22,623 | $99,877-77.3% | $84,966-73.4% | $145,922-84.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 422.46% | 83.76%+338.7pp | 66.38%+356.1pp | 561.29%-138.8pp |
| Employer contribution / active EE | $2,146 | $3,231-33.6% | $2,727-21.3% | $4,660-53.9% |
| Participant deferral / active EE | $4,697 | $5,291-11.2% | $4,519+3.9% | $6,688-29.8% |
| Admin fee / account holder | $304 | $7,248-95.8% | $6,149-95.1% | $13,397-97.7% |