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 | $178,570 | $138,044+29.4% | $125,339+42.5% | $134,475+32.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -3.44% | 750.33%-753.8pp | 572.05%-575.5pp | 417.96%-421.4pp |
| Employer contribution / active EE | $3,041 | $5,243-42.0% | $4,814-36.8% | $4,740-35.8% |
| Participant deferral / active EE | $14,250 | $7,799+82.7% | $7,446+91.4% | $6,400+122.7% |
| Admin fee / account holder | $441 | $11,571-96.2% | $10,010-95.6% | $11,426-96.1% |