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 8-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 | $36,678 | $121,625-69.8% | $104,607-64.9% | $158,922-76.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 43.85% | 465.26%-421.4pp | 340.46%-296.6pp | 302.83%-259.0pp |
| Employer contribution / active EE | $2,786 | $3,163-11.9% | $2,681+3.9% | $4,761-41.5% |
| Participant deferral / active EE | $9,258 | $4,177+121.6% | $3,740+147.6% | $5,982+54.8% |
| Admin fee / account holder | $1,438 | $7,787-81.5% | $6,473-77.8% | $11,246-87.2% |