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 | $30,734 | $149,040-79.4% | $120,225-74.4% | $137,256-77.6% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 12.32% | 605.68%-593.4pp | 439.23%-426.9pp | 220.34%-208.0pp |
| Employer contribution / active EE | $2,016 | $4,350-53.7% | $3,475-42.0% | $4,156-51.5% |
| Participant deferral / active EE | $4,875 | $4,655+4.7% | $3,999+21.9% | $6,407-23.9% |
| Admin fee / account holder | $16,969 | $6,348+167.3% | $5,696+197.9% | $12,270+38.3% |