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 8-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 | $30,983 | $157,256-80.3% | $141,162-78.1% | $152,861-79.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 36.87% | 64.32%-27.5pp | 71.39%-34.5pp | 345.32%-308.5pp |
| Employer contribution / active EE | $8,047 | $5,261+53.0% | $4,735+70.0% | $4,762+69.0% |
| Participant deferral / active EE | $19,475 | $7,109+173.9% | $6,709+190.3% | $5,850+232.9% |
| Admin fee / account holder | $4,093 | $12,120-66.2% | $10,261-60.1% | $11,596-64.7% |