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 | $47,962 | $57,281-16.3% | $86,612-44.6% | $75,163-36.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 20.93% | 2670.75%-2649.8pp | 591.07%-570.1pp | 160.62%-139.7pp |
| Employer contribution / active EE | $2,571 | $2,314+11.1% | $3,022-14.9% | $2,670-3.7% |
| Participant deferral / active EE | $3,942 | $3,318+18.8% | $4,438-11.2% | $4,125-4.4% |
| Admin fee / account holder | $5,328 | $4,112+29.6% | $5,614-5.1% | $5,651-5.7% |