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 7-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 | $91,036 | $111,535-18.4% | $105,223-13.5% | $137,256-33.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.29% | 237.85%-224.6pp | 180.65%-167.4pp | 220.34%-207.0pp |
| Employer contribution / active EE | $11,874 | $3,939+201.4% | $3,689+221.9% | $4,156+185.7% |
| Participant deferral / active EE | $12,129 | $5,500+120.5% | $5,072+139.1% | $6,407+89.3% |
| Admin fee / account holder | $6,216 | $9,721-36.1% | $8,859-29.8% | $12,270-49.3% |