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 4-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 | $48,832 | $201,272-75.7% | $184,203-73.5% | $145,922-66.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 146.26% | 29.00%+117.3pp | 28.81%+117.4pp | 561.29%-415.0pp |
| Employer contribution / active EE | $2,865 | $7,022-59.2% | $6,427-55.4% | $4,660-38.5% |
| Participant deferral / active EE | $15,500 | $9,806+58.1% | $9,131+69.7% | $6,688+131.8% |
| Admin fee / account holder | $931 | $16,364-94.3% | $13,901-93.3% | $13,397-93.1% |