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 10-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 | $109,451 | $100,852+8.5% | $90,404+21.1% | $158,922-31.1% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.7%+19.6pp | 82.0%+10.3pp |
| Annual return | 9.73% | 1724.20%-1714.5pp | 1293.02%-1283.3pp | 302.83%-293.1pp |
| Employer contribution / active EE | $6,705 | $3,689+81.8% | $3,262+105.5% | $4,761+40.8% |
| Participant deferral / active EE | $2,933 | $4,348-32.5% | $3,963-26.0% | $5,982-51.0% |
| Admin fee / account holder | $9,839 | $6,501+51.3% | $5,611+75.4% | $11,246-12.5% |