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 6-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 | $102,383 | $154,117-33.6% | $129,995-21.2% | $139,434-26.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 314.19% | 32.48%+281.7pp | -137.18%+451.4pp | 372.94%-58.7pp |
| Employer contribution / active EE | $3,493 | $5,289-34.0% | $4,320-19.1% | $4,751-26.5% |
| Participant deferral / active EE | $14,849 | $6,710+121.3% | $5,820+155.1% | $6,710+121.3% |
| Admin fee / account holder | $3,477 | $14,007-75.2% | $10,614-67.2% | $11,403-69.5% |