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 | $52,490 | $72,071-27.2% | $68,368-23.2% | $137,256-61.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 19.90% | 353.14%-333.2pp | 292.57%-272.7pp | 220.34%-200.4pp |
| Employer contribution / active EE | $3,654 | $2,788+31.1% | $2,649+37.9% | $4,156-12.1% |
| Participant deferral / active EE | $8,558 | $4,410+94.0% | $4,123+107.6% | $6,407+33.6% |
| Admin fee / account holder | $772 | $5,336-85.5% | $5,150-85.0% | $12,270-93.7% |