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 | $48,565 | $183,592-73.5% | $155,567-68.8% | $145,959-66.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.44% | 61.24%-47.8pp | 64.74%-51.3pp | 561.95%-548.5pp |
| Employer contribution / active EE | $9,778 | $5,315+84.0% | $4,674+109.2% | $4,661+109.8% |
| Participant deferral / active EE | $3,724 | $6,464-42.4% | $5,628-33.8% | $6,689-44.3% |
| Admin fee / account holder | $575 | $19,318-97.0% | $15,916-96.4% | $13,398-95.7% |