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 | $173,837 | $138,044+25.9% | $125,339+38.7% | $134,475+29.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 0.95% | 750.33%-749.4pp | 572.05%-571.1pp | 417.96%-417.0pp |
| Employer contribution / active EE | $1,775 | $5,243-66.1% | $4,814-63.1% | $4,740-62.6% |
| Participant deferral / active EE | $6,988 | $7,799-10.4% | $7,446-6.2% | $6,400+9.2% |
| Admin fee / account holder | $2,845 | $11,571-75.4% | $10,010-71.6% | $11,426-75.1% |