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 | $104,992 | $102,604+2.3% | $86,188+21.8% | $139,434-24.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 25.85% | 1922.51%-1896.7pp | 1168.45%-1142.6pp | 372.94%-347.1pp |
| Employer contribution / active EE | $4,609 | $3,032+52.0% | $2,380+93.6% | $4,751-3.0% |
| Participant deferral / active EE | $5,016 | $4,676+7.3% | $3,985+25.9% | $6,710-25.3% |
| Admin fee / account holder | $2,878 | $8,657-66.7% | $6,852-58.0% | $11,403-74.8% |