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 | $34,664 | $106,584-67.5% | $101,326-65.8% | $142,382-75.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 236.40% | 36.93%+199.5pp | 36.82%+199.6pp | 217.08%+19.3pp |
| Employer contribution / active EE | $3,886 | $3,956-1.8% | $3,665+6.0% | $4,299-9.6% |
| Participant deferral / active EE | $4,560 | $8,297-45.0% | $7,994-43.0% | $6,507-29.9% |
| Admin fee / account holder | $603 | $11,446-94.7% | $11,185-94.6% | $12,624-95.2% |