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 | $57,002 | $102,317-44.3% | $146,958-61.2% | $80,856-29.5% |
| Participation rate | 89.7% | 75.8%+13.9pp | 82.2%+7.6pp | 67.6%+22.1pp |
| Annual return | 19.92% | 134.76%-114.8pp | 418.34%-398.4pp | 35.59%-15.7pp |
| Employer contribution / active EE | $4,715 | $3,713+27.0% | $4,933-4.4% | $2,755+71.2% |
| Participant deferral / active EE | $11,406 | $6,644+71.7% | $8,070+41.3% | $4,296+165.5% |
| Admin fee / account holder | $10,124 | $7,941+27.5% | $12,998-22.1% | $6,918+46.3% |