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 3-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 | $40,814 | $72,400-43.6% | $67,502-39.5% | $145,922-72.0% |
| Participation rate | 80.0% | 76.9%+3.1pp | 72.9%+7.1pp | 80.3%-0.3pp |
| Annual return | 45.70% | 7182.46%-7136.8pp | 3512.12%-3466.4pp | 561.29%-515.6pp |
| Employer contribution / active EE | $2,278 | $3,069-25.8% | $2,731-16.6% | $4,660-51.1% |
| Participant deferral / active EE | $6,477 | $4,783+35.4% | $4,000+61.9% | $6,688-3.2% |
| Admin fee / account holder | $795 | $5,539-85.7% | $3,998-80.1% | $13,397-94.1% |