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 9-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 | $96,947 | $102,604-5.5% | $86,188+12.5% | $139,434-30.5% |
| Participation rate | 72.7% | 74.5%-1.8pp | 69.0%+3.8pp | 80.3%-7.6pp |
| Annual return | 19.39% | 1922.51%-1903.1pp | 1168.45%-1149.1pp | 372.94%-353.5pp |
| Employer contribution / active EE | $2,956 | $3,032-2.5% | $2,380+24.2% | $4,751-37.8% |
| Participant deferral / active EE | $8,475 | $4,676+81.3% | $3,985+112.7% | $6,710+26.3% |
| Admin fee / account holder | $413 | $8,657-95.2% | $6,852-94.0% | $11,403-96.4% |