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 | $22,036 | $83,902-73.7% | $167,512-86.8% | $84,808-74.0% |
| Participation rate | 93.0% | 66.5%+26.5pp | 77.1%+15.9pp | 68.3%+24.6pp |
| Annual return | 16.08% | 91.55%-75.5pp | 1615.79%-1599.7pp | 40.90%-24.8pp |
| Employer contribution / active EE | $2,084 | $2,264-8.0% | $3,882-46.3% | $2,631-20.8% |
| Participant deferral / active EE | $6,335 | $4,442+42.6% | $6,405-1.1% | $4,212+50.4% |
| Admin fee / account holder | $9,781 | $7,915+23.6% | $9,769+0.1% | $7,344+33.2% |