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 9-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 | $59,478 | $96,635-38.5% | $86,612-31.3% | $139,434-57.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.31% | 106.41%-93.1pp | 591.07%-577.8pp | 372.94%-359.6pp |
| Employer contribution / active EE | $2,309 | $3,263-29.2% | $3,022-23.6% | $4,751-51.4% |
| Participant deferral / active EE | $3,233 | $4,836-33.1% | $4,438-27.1% | $6,710-51.8% |
| Admin fee / account holder | $758 | $6,408-88.2% | $5,614-86.5% | $11,403-93.4% |