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 | $177,493 | $105,998+67.5% | $92,233+92.4% | $147,584+20.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 10.18% | 50.05%-39.9pp | 176.28%-166.1pp | 578.55%-568.4pp |
| Employer contribution / active EE | $3,029 | $4,333-30.1% | $3,679-17.7% | $4,876-37.9% |
| Participant deferral / active EE | $5,378 | $4,478+20.1% | $3,897+38.0% | $5,439-1.1% |
| Admin fee / account holder | $15,850 | $6,332+150.3% | $5,194+205.2% | $10,885+45.6% |