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 | $177,459 | $209,832-15.4% | $189,513-6.4% | $167,490+6.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.24% | 748.27%-734.0pp | 555.15%-540.9pp | 478.56%-464.3pp |
| Employer contribution / active EE | $9,862 | $6,914+42.6% | $6,162+60.1% | $4,837+103.9% |
| Participant deferral / active EE | $20,653 | $8,935+131.1% | $8,221+151.2% | $6,341+225.7% |
| Admin fee / account holder | $30,904 | $14,293+116.2% | $12,045+156.6% | $12,309+151.1% |