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 | $44,394 | $100,852-56.0% | $90,404-50.9% | $158,922-72.1% |
| Participation rate | 77.8% | 75.0%+2.8pp | 72.7%+5.1pp | 82.0%-4.2pp |
| Annual return | 107.27% | 1724.20%-1616.9pp | 1293.02%-1185.7pp | 302.83%-195.6pp |
| Employer contribution / active EE | $16,013 | $3,689+334.1% | $3,262+390.9% | $4,761+236.3% |
| Participant deferral / active EE | $4,668 | $4,348+7.4% | $3,963+17.8% | $5,982-22.0% |
| Admin fee / account holder | $980 | $6,501-84.9% | $5,611-82.5% | $11,246-91.3% |