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 | $139,649 | $102,382+36.4% | $147,005-5.0% | $80,874+72.7% |
| Participation rate | 89.3% | 75.8%+13.4pp | 82.2%+7.1pp | 67.6%+21.6pp |
| Annual return | 13.13% | 134.89%-121.8pp | 418.76%-405.6pp | 35.62%-22.5pp |
| Employer contribution / active EE | $5,254 | $3,715+41.4% | $4,934+6.5% | $2,756+90.7% |
| Participant deferral / active EE | $11,101 | $6,646+67.0% | $8,070+37.6% | $4,297+158.3% |
| Admin fee / account holder | $16,249 | $7,942+104.6% | $13,006+24.9% | $6,935+134.3% |