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 | $67,633 | $99,020-31.7% | $86,590-21.9% | $147,584-54.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 274.39% | 1312.34%-1037.9pp | 964.84%-690.4pp | 578.55%-304.2pp |
| Employer contribution / active EE | $12,503 | $3,132+299.2% | $2,839+340.4% | $4,876+156.4% |
| Participant deferral / active EE | $7,482 | $3,972+88.3% | $3,609+107.3% | $5,439+37.6% |
| Admin fee / account holder | $500 | $5,710-91.2% | $4,906-89.8% | $10,885-95.4% |