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 | $124,903 | $133,922-6.7% | $116,228+7.5% | $142,382-12.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 13.51% | 147.76%-134.3pp | 90.06%-76.5pp | 217.08%-203.6pp |
| Employer contribution / active EE | $13,668 | $3,446+296.7% | $2,994+356.4% | $4,299+217.9% |
| Participant deferral / active EE | $12,653 | $5,672+123.1% | $4,953+155.5% | $6,507+94.5% |
| Admin fee / account holder | $1,758 | $14,945-88.2% | $11,989-85.3% | $12,624-86.1% |