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 | $93,615 | $98,750-5.2% | $149,696-37.5% | $79,858+17.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 60.17% | 27.43%+32.7pp | 276.60%-216.4pp | 31.71%+28.5pp |
| Employer contribution / active EE | $14,761 | $3,216+358.9% | $4,644+217.8% | $2,471+497.4% |
| Participant deferral / active EE | $10,347 | $5,680+82.2% | $6,842+51.2% | $3,740+176.7% |
| Admin fee / account holder | $539 | $6,053-91.1% | $9,309-94.2% | $5,306-89.8% |