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 7-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 | $108,555 | $112,096-3.2% | $95,952+13.1% | $158,922-31.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 1077.74% | 171.09%+906.6pp | 91.61%+986.1pp | 302.83%+774.9pp |
| Employer contribution / active EE | $17,209 | $3,198+438.1% | $2,541+577.3% | $4,761+261.4% |
| Participant deferral / active EE | $6,185 | $4,784+29.3% | $4,167+48.4% | $5,982+3.4% |
| Admin fee / account holder | $920 | $10,130-90.9% | $6,795-86.5% | $11,246-91.8% |