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 | $90,093 | $109,817-18.0% | $98,442-8.5% | $167,490-46.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 21.45% | 1956.69%-1935.2pp | 1492.73%-1471.3pp | 478.56%-457.1pp |
| Employer contribution / active EE | $6,737 | $3,224+109.0% | $2,960+127.6% | $4,837+39.3% |
| Participant deferral / active EE | $12,967 | $4,673+177.5% | $4,276+203.2% | $6,341+104.5% |
| Admin fee / account holder | $434 | $6,753-93.6% | $5,949-92.7% | $12,309-96.5% |