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 | $46,944 | $49,922-6.0% | $80,569-41.7% | $75,163-37.5% |
| Participation rate | 92.0% | 55.3%+36.7pp | 67.0%+25.0pp | 67.2%+24.8pp |
| Annual return | 37.55% | 34.69%+2.9pp | 935.43%-897.9pp | 160.62%-123.1pp |
| Employer contribution / active EE | $4,176 | $1,698+145.9% | $2,723+53.3% | $2,670+56.4% |
| Participant deferral / active EE | $7,699 | $2,990+157.4% | $4,447+73.1% | $4,125+86.6% |
| Admin fee / account holder | $3,107 | $3,577-13.1% | $5,377-42.2% | $5,651-45.0% |