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 | $21,178 | $107,334-80.3% | $92,893-77.2% | $152,861-86.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 50.13% | 145.58%-95.5pp | 109.41%-59.3pp | 345.32%-295.2pp |
| Employer contribution / active EE | $2,616 | $4,221-38.0% | $3,653-28.4% | $4,762-45.1% |
| Participant deferral / active EE | $4,779 | $4,845-1.4% | $4,236+12.8% | $5,850-18.3% |
| Admin fee / account holder | $690 | $7,079-90.3% | $5,794-88.1% | $11,596-94.1% |