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 | $44,102 | $72,277-39.0% | $101,248-56.4% | $79,858-44.8% |
| Participation rate | 80.5% | 68.5%+12.0pp | 75.8%+4.7pp | 69.6%+10.9pp |
| Annual return | 296.84% | 22.30%+274.5pp | 46.47%+250.4pp | 31.71%+265.1pp |
| Employer contribution / active EE | $8,851 | $2,692+228.9% | $3,660+141.9% | $2,471+258.2% |
| Participant deferral / active EE | $3,061 | $3,282-6.7% | $4,370-30.0% | $3,740-18.2% |
| Admin fee / account holder | $11,848 | $4,400+169.2% | $5,945+99.3% | $5,306+123.3% |