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 3-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 | $46,828 | $150,197-68.8% | $120,368-61.1% | $145,959-67.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 10.96% | 154.26%-143.3pp | 107.26%-96.3pp | 561.95%-551.0pp |
| Employer contribution / active EE | $4,989 | $4,350+14.7% | $3,465+44.0% | $4,661+7.0% |
| Participant deferral / active EE | $11,200 | $6,174+81.4% | $4,991+124.4% | $6,689+67.5% |
| Admin fee / account holder | $308 | $12,216-97.5% | $9,429-96.7% | $13,398-97.7% |