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 | $15,197 | $76,738-80.2% | $56,411-73.1% | $145,922-89.6% |
| Participation rate | 75.0% | 63.2%+11.8pp | 52.5%+22.5pp | 80.3%-5.3pp |
| Annual return | 11.17% | 2994.23%-2983.1pp | 1701.33%-1690.2pp | 561.29%-550.1pp |
| Employer contribution / active EE | $2,912 | $1,380+111.1% | $1,039+180.4% | $4,660-37.5% |
| Participant deferral / active EE | $3,079 | $2,623+17.4% | $1,952+57.7% | $6,688-54.0% |
| Admin fee / account holder | $3,803 | $3,334+14.1% | $2,829+34.4% | $13,397-71.6% |