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 5-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 | $84,439 | $190,805-55.7% | $159,960-47.2% | $134,475-37.2% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 373.92% | 552.23%-178.3pp | 408.60%-34.7pp | 417.96%-44.0pp |
| Employer contribution / active EE | $3,526 | $4,995-29.4% | $4,226-16.6% | $4,740-25.6% |
| Participant deferral / active EE | $9,164 | $6,923+32.4% | $6,182+48.2% | $6,400+43.2% |
| Admin fee / account holder | $946 | $10,471-91.0% | $8,698-89.1% | $11,426-91.7% |