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 10-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 | $129,441 | $76,738+68.7% | $56,411+129.5% | $145,922-11.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 15.23% | 2994.23%-2979.0pp | 1701.33%-1686.1pp | 561.29%-546.1pp |
| Employer contribution / active EE | $21,719 | $1,380+1474.0% | $1,039+1991.0% | $4,660+366.1% |
| Participant deferral / active EE | $12,815 | $2,623+388.7% | $1,952+556.6% | $6,688+91.6% |
| Admin fee / account holder | $983 | $3,334-70.5% | $2,829-65.3% | $13,397-92.7% |