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 | $44,129 | $57,281-23.0% | $86,612-49.0% | $75,163-41.3% |
| Participation rate | 93.5% | 63.2%+30.3pp | 71.7%+21.8pp | 67.2%+26.3pp |
| Annual return | 24.66% | 2670.75%-2646.1pp | 591.07%-566.4pp | 160.62%-136.0pp |
| Employer contribution / active EE | $5,747 | $2,314+148.3% | $3,022+90.1% | $2,670+115.3% |
| Participant deferral / active EE | $10,819 | $3,318+226.1% | $4,438+143.8% | $4,125+162.3% |
| Admin fee / account holder | $2,744 | $4,112-33.3% | $5,614-51.1% | $5,651-51.4% |