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 | $96,994 | $185,200-47.6% | $142,863-32.1% | $167,490-42.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 11.94% | 8555.70%-8543.8pp | 5637.54%-5625.6pp | 478.56%-466.6pp |
| Employer contribution / active EE | $11,866 | $5,604+111.7% | $4,144+186.4% | $4,837+145.3% |
| Participant deferral / active EE | $979 | $4,494-78.2% | $3,837-74.5% | $6,341-84.6% |
| Admin fee / account holder | $8,765 | $8,031+9.1% | $6,560+33.6% | $12,309-28.8% |