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 5-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 | $69,055 | $102,382-32.6% | $147,005-53.0% | $80,874-14.6% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.2%+14.0pp | 67.6%+28.6pp |
| Annual return | 95.74% | 134.89%-39.1pp | 418.76%-323.0pp | 35.62%+60.1pp |
| Employer contribution / active EE | $11,135 | $3,715+199.7% | $4,934+125.7% | $2,756+304.1% |
| Participant deferral / active EE | $14,976 | $6,646+125.3% | $8,070+85.6% | $4,297+248.5% |
| Admin fee / account holder | $4,874 | $7,942-38.6% | $13,006-62.5% | $6,935-29.7% |