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 | $15,814 | $96,305-83.6% | $80,569-80.4% | $139,434-88.7% |
| Participation rate | 88.9% | 73.6%+15.3pp | 67.0%+21.9pp | 80.3%+8.6pp |
| Annual return | 406.93% | 1350.08%-943.2pp | 935.43%-528.5pp | 372.94%+34.0pp |
| Employer contribution / active EE | $3,335 | $3,262+2.3% | $2,723+22.5% | $4,751-29.8% |
| Participant deferral / active EE | $8,048 | $5,232+53.8% | $4,447+81.0% | $6,710+19.9% |
| Admin fee / account holder | $485 | $6,599-92.7% | $5,377-91.0% | $11,403-95.7% |