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 8-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 | $102,856 | $104,486-1.6% | $76,817+33.9% | $152,861-32.7% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 25.24% | 1013.37%-988.1pp | 1166.11%-1140.9pp | 345.32%-320.1pp |
| Employer contribution / active EE | $769 | $3,116-75.3% | $2,302-66.6% | $4,762-83.9% |
| Participant deferral / active EE | $4,729 | $4,236+11.7% | $3,336+41.8% | $5,850-19.2% |
| Admin fee / account holder | $1,922 | $12,275-84.3% | $6,420-70.1% | $11,596-83.4% |