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 | $126,192 | $109,817+14.9% | $98,442+28.2% | $167,490-24.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 12.20% | 1956.69%-1944.5pp | 1492.73%-1480.5pp | 478.56%-466.4pp |
| Employer contribution / active EE | $4,230 | $3,224+31.2% | $2,960+42.9% | $4,837-12.6% |
| Participant deferral / active EE | $10,370 | $4,673+121.9% | $4,276+142.5% | $6,341+63.5% |
| Admin fee / account holder | $637 | $6,753-90.6% | $5,949-89.3% | $12,309-94.8% |