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 9-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 | $54,278 | $108,642-50.0% | $74,701-27.3% | $152,861-64.5% |
| Participation rate | 85.7% | 65.3%+20.4pp | 54.5%+31.3pp | 82.4%+3.3pp |
| Annual return | 53.35% | 114.06%-60.7pp | 752.92%-699.6pp | 345.32%-292.0pp |
| Employer contribution / active EE | $4,717 | $1,503+213.8% | $1,084+335.3% | $4,762-1.0% |
| Participant deferral / active EE | $6,023 | $2,712+122.1% | $1,964+206.7% | $5,850+3.0% |
| Admin fee / account holder | $450 | $4,902-90.8% | $3,333-86.5% | $11,596-96.1% |