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 9-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 | $40,242 | $106,890-62.4% | $84,015-52.1% | $152,861-73.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 27.85% | 104.99%-77.1pp | 71.31%-43.5pp | 345.32%-317.5pp |
| Employer contribution / active EE | $1,964 | $2,734-28.2% | $1,983-1.0% | $4,762-58.8% |
| Participant deferral / active EE | $10,679 | $4,011+166.2% | $3,239+229.7% | $5,850+82.5% |
| Admin fee / account holder | $3,077 | $8,285-62.9% | $6,101-49.6% | $11,596-73.5% |