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 7-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 | $44,076 | $158,398-72.2% | $126,539-65.2% | $142,382-69.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 17.54% | 593.76%-576.2pp | 425.95%-408.4pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,866 | $4,650-59.9% | $3,674-49.2% | $4,299-56.6% |
| Participant deferral / active EE | $16,997 | $4,767+256.6% | $4,083+316.3% | $6,507+161.2% |
| Admin fee / account holder | $2,268 | $6,918-67.2% | $6,065-62.6% | $12,624-82.0% |