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 | $101,949 | $109,817-7.2% | $98,442+3.6% | $167,490-39.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.58% | 1956.69%-1943.1pp | 1492.73%-1479.1pp | 478.56%-465.0pp |
| Employer contribution / active EE | $7,661 | $3,224+137.6% | $2,960+158.8% | $4,837+58.4% |
| Participant deferral / active EE | $7,468 | $4,673+59.8% | $4,276+74.6% | $6,341+17.8% |
| Admin fee / account holder | $1,078 | $6,753-84.0% | $5,949-81.9% | $12,309-91.2% |