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 | $98,546 | $105,998-7.0% | $92,233+6.8% | $147,584-33.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.51% | 50.05%-35.5pp | 176.28%-161.8pp | 578.55%-564.0pp |
| Employer contribution / active EE | $3,712 | $4,333-14.3% | $3,679+0.9% | $4,876-23.9% |
| Participant deferral / active EE | $1,397 | $4,478-68.8% | $3,897-64.1% | $5,439-74.3% |
| Admin fee / account holder | $2,087 | $6,332-67.0% | $5,194-59.8% | $10,885-80.8% |