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 | $118,955 | $202,318-41.2% | $172,739-31.1% | $152,861-22.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 286.27% | 1029.65%-743.4pp | 802.84%-516.6pp | 345.32%-59.0pp |
| Employer contribution / active EE | $11,355 | $5,856+93.9% | $5,143+120.8% | $4,762+138.4% |
| Participant deferral / active EE | $10,362 | $5,948+74.2% | $5,198+99.4% | $5,850+77.1% |
| Admin fee / account holder | $336 | $17,109-98.0% | $13,954-97.6% | $11,596-97.1% |