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 | $144,298 | $183,963-21.6% | $162,163-11.0% | $152,861-5.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 28.21% | 150.76%-122.6pp | 115.59%-87.4pp | 345.32%-317.1pp |
| Employer contribution / active EE | $2,819 | $6,371-55.8% | $5,614-49.8% | $4,762-40.8% |
| Participant deferral / active EE | $5,487 | $8,034-31.7% | $7,298-24.8% | $5,850-6.2% |
| Admin fee / account holder | $2,293 | $13,121-82.5% | $10,843-78.8% | $11,596-80.2% |