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 3-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 | $59,129 | $127,065-53.5% | $113,168-47.8% | $142,382-58.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 316.40% | 24.03%+292.4pp | 24.27%+292.1pp | 217.08%+99.3pp |
| Employer contribution / active EE | $6,051 | $3,442+75.8% | $2,975+103.4% | $4,299+40.7% |
| Participant deferral / active EE | $9,776 | $5,716+71.0% | $5,107+91.4% | $6,507+50.2% |
| Admin fee / account holder | $1,927 | $15,736-87.8% | $12,068-84.0% | $12,624-84.7% |