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 | $9,122 | $96,305-90.5% | $80,569-88.7% | $139,434-93.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 41.05% | 1350.08%-1309.0pp | 935.43%-894.4pp | 372.94%-331.9pp |
| Employer contribution / active EE | $5,064 | $3,262+55.2% | $2,723+85.9% | $4,751+6.6% |
| Participant deferral / active EE | $8,206 | $5,232+56.8% | $4,447+84.5% | $6,710+22.3% |
| Admin fee / account holder | $1,648 | $6,599-75.0% | $5,377-69.4% | $11,403-85.5% |