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 | $72,770 | $100,773-27.8% | $88,946-18.2% | $142,382-48.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 22.93% | 70.18%-47.2pp | 57.82%-34.9pp | 217.08%-194.1pp |
| Employer contribution / active EE | $12,000 | $2,918+311.3% | $2,555+369.7% | $4,299+179.1% |
| Participant deferral / active EE | $7,001 | $5,230+33.9% | $4,581+52.8% | $6,507+7.6% |
| Admin fee / account holder | $1,136 | $9,693-88.3% | $8,261-86.2% | $12,624-91.0% |