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 10-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 | $47,478 | $109,817-56.8% | $98,442-51.8% | $167,490-71.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 12.33% | 1956.69%-1944.4pp | 1492.73%-1480.4pp | 478.56%-466.2pp |
| Employer contribution / active EE | $2,294 | $3,224-28.8% | $2,960-22.5% | $4,837-52.6% |
| Participant deferral / active EE | $12,832 | $4,673+174.6% | $4,276+200.1% | $6,341+102.4% |
| Admin fee / account holder | $3,810 | $6,753-43.6% | $5,949-36.0% | $12,309-69.0% |