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 4-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 | $101,948 | $96,305+5.9% | $80,569+26.5% | $139,434-26.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 21.28% | 1350.08%-1328.8pp | 935.43%-914.1pp | 372.94%-351.7pp |
| Employer contribution / active EE | $5,487 | $3,262+68.2% | $2,723+101.5% | $4,751+15.5% |
| Participant deferral / active EE | $13,868 | $5,232+165.1% | $4,447+211.8% | $6,710+106.7% |
| Admin fee / account holder | $1,570 | $6,599-76.2% | $5,377-70.8% | $11,403-86.2% |