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 6-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 | $19,227 | $102,966-81.3% | $90,281-78.7% | $152,861-87.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 32.07% | 95.16%-63.1pp | 78.10%-46.0pp | 345.32%-313.2pp |
| Employer contribution / active EE | $3,744 | $3,139+19.3% | $2,854+31.2% | $4,762-21.4% |
| Participant deferral / active EE | $6,744 | $4,281+57.5% | $3,885+73.6% | $5,850+15.3% |
| Admin fee / account holder | $494 | $6,171-92.0% | $5,351-90.8% | $11,596-95.7% |