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 7-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 | $27,420 | $102,604-73.3% | $86,188-68.2% | $139,434-80.3% |
| Participation rate | 94.7% | 74.5%+20.2pp | 69.0%+25.8pp | 80.3%+14.4pp |
| Annual return | 94.08% | 1922.51%-1828.4pp | 1168.45%-1074.4pp | 372.94%-278.9pp |
| Employer contribution / active EE | $2,337 | $3,032-22.9% | $2,380-1.8% | $4,751-50.8% |
| Participant deferral / active EE | $4,740 | $4,676+1.4% | $3,985+18.9% | $6,710-29.4% |
| Admin fee / account holder | $2,659 | $8,657-69.3% | $6,852-61.2% | $11,403-76.7% |