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 | $103,311 | $159,901-35.4% | $146,958-29.7% | $145,922-29.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.69% | 98.13%-88.4pp | 418.34%-408.6pp | 561.29%-551.6pp |
| Employer contribution / active EE | $8,587 | $5,286+62.4% | $4,933+74.1% | $4,660+84.3% |
| Participant deferral / active EE | $5,508 | $8,428-34.6% | $8,070-31.7% | $6,688-17.6% |
| Admin fee / account holder | $475 | $15,044-96.8% | $12,998-96.3% | $13,397-96.5% |