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 8-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 | $30,417 | $88,710-65.7% | $81,783-62.8% | $145,959-79.2% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 12.01% | 1027.26%-1015.2pp | 775.05%-763.0pp | 561.95%-549.9pp |
| Employer contribution / active EE | $2,499 | $3,083-18.9% | $2,913-14.2% | $4,661-46.4% |
| Participant deferral / active EE | $4,614 | $4,645-0.7% | $4,320+6.8% | $6,689-31.0% |
| Admin fee / account holder | $5,305 | $8,407-36.9% | $7,380-28.1% | $13,398-60.4% |