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 6-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 | $99,460 | $54,229+83.4% | $70,092+41.9% | $68,494+45.2% |
| Participation rate | 90.0% | 64.5%+25.5pp | 70.5%+19.5pp | 67.9%+22.1pp |
| Annual return | 139.88% | -13.87%+153.7pp | 190.73%-50.9pp | -7.84%+147.7pp |
| Employer contribution / active EE | $8,006 | $2,018+296.7% | $2,559+212.9% | $2,596+208.4% |
| Participant deferral / active EE | $0 | $2,956-100.0% | $3,849-100.0% | $4,027-100.0% |
| Admin fee / account holder | $1,816 | $4,694-61.3% | $6,267-71.0% | $5,403-66.4% |