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 | $86,807 | $102,616-15.4% | $81,983+5.9% | $158,922-45.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 192.69% | 61.04%+131.6pp | 41.31%+151.4pp | 302.83%-110.1pp |
| Employer contribution / active EE | $5,719 | $3,240+76.5% | $2,498+128.9% | $4,761+20.1% |
| Participant deferral / active EE | $9,632 | $4,648+107.2% | $3,722+158.8% | $5,982+61.0% |
| Admin fee / account holder | $3,502 | $8,235-57.5% | $5,664-38.2% | $11,246-68.9% |