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 | $75,589 | $70,606+7.1% | $53,898+40.2% | $142,382-46.9% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 15.14% | 619.81%-604.7pp | 528.60%-513.5pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,083 | $1,202-9.9% | $932+16.1% | $4,299-74.8% |
| Participant deferral / active EE | $4,666 | $2,364+97.4% | $1,826+155.5% | $6,507-28.3% |
| Admin fee / account holder | $393 | $2,852-86.2% | $2,491-84.2% | $12,624-96.9% |