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 | $32,162 | $148,534-78.3% | $135,903-76.3% | $139,434-76.9% |
| Participation rate | 73.9% | 83.9%-9.9pp | 81.9%-8.0pp | 80.3%-6.4pp |
| Annual return | 111.56% | 79.19%+32.4pp | 68.23%+43.3pp | 372.94%-261.4pp |
| Employer contribution / active EE | $8,424 | $5,243+60.7% | $4,856+73.5% | $4,751+77.3% |
| Participant deferral / active EE | $14,964 | $8,100+84.7% | $7,758+92.9% | $6,710+123.0% |
| Admin fee / account holder | $32,140 | $12,400+159.2% | $10,762+198.6% | $11,403+181.9% |