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 | $20,109 | $72,071-72.1% | $68,368-70.6% | $137,256-85.3% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.0%+5.8pp |
| Annual return | 103.44% | 353.14%-249.7pp | 292.57%-189.1pp | 220.34%-116.9pp |
| Employer contribution / active EE | $1,968 | $2,788-29.4% | $2,649-25.7% | $4,156-52.7% |
| Participant deferral / active EE | $4,806 | $4,410+9.0% | $4,123+16.6% | $6,407-25.0% |
| Admin fee / account holder | $10,964 | $5,336+105.5% | $5,150+112.9% | $12,270-10.6% |