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 | $24,387 | $138,044-82.3% | $125,339-80.5% | $134,475-81.9% |
| Participation rate | 93.8% | 84.5%+9.3pp | 82.4%+11.4pp | 81.2%+12.5pp |
| Annual return | 316.02% | 750.33%-434.3pp | 572.05%-256.0pp | 417.96%-101.9pp |
| Employer contribution / active EE | $4,770 | $5,243-9.0% | $4,814-0.9% | $4,740+0.6% |
| Participant deferral / active EE | $11,898 | $7,799+52.6% | $7,446+59.8% | $6,400+85.9% |
| Admin fee / account holder | $593 | $11,571-94.9% | $10,010-94.1% | $11,426-94.8% |