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 | $49,477 | $159,934-69.1% | $147,005-66.3% | $145,959-66.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.41% | 98.24%-80.8pp | 418.76%-401.4pp | 561.95%-544.5pp |
| Employer contribution / active EE | $4,183 | $5,287-20.9% | $4,934-15.2% | $4,661-10.2% |
| Participant deferral / active EE | $7,619 | $8,427-9.6% | $8,070-5.6% | $6,689+13.9% |
| Admin fee / account holder | $2,827 | $15,053-81.2% | $13,006-78.3% | $13,398-78.9% |