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 | $91,962 | $72,071+27.6% | $68,368+34.5% | $137,256-33.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 13.38% | 353.14%-339.8pp | 292.57%-279.2pp | 220.34%-207.0pp |
| Employer contribution / active EE | $8,577 | $2,788+207.6% | $2,649+223.8% | $4,156+106.4% |
| Participant deferral / active EE | $11,832 | $4,410+168.3% | $4,123+187.0% | $6,407+84.7% |
| Admin fee / account holder | $111,134 | $5,336+1982.9% | $5,150+2058.0% | $12,270+805.7% |