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 | $98,321 | $74,888+31.3% | $71,209+38.1% | $142,382-30.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 99.54% | 345.14%-245.6pp | 282.51%-183.0pp | 217.08%-117.5pp |
| Employer contribution / active EE | $2,039 | $2,854-28.5% | $2,721-25.0% | $4,299-52.6% |
| Participant deferral / active EE | $11,438 | $4,454+156.8% | $4,175+174.0% | $6,507+75.8% |
| Admin fee / account holder | $888 | $5,568-84.0% | $5,349-83.4% | $12,624-93.0% |