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 | $140,471 | $144,119-2.5% | $117,854+19.2% | $147,584-4.8% |
| Participation rate | 70.8% | 83.4%-12.6pp | 79.7%-8.8pp | 82.8%-12.0pp |
| Annual return | 19.07% | 531.15%-512.1pp | 335.08%-316.0pp | 578.55%-559.5pp |
| Employer contribution / active EE | $3,371 | $4,896-31.2% | $3,786-11.0% | $4,876-30.9% |
| Participant deferral / active EE | $6,724 | $5,316+26.5% | $4,482+50.0% | $5,439+23.6% |
| Admin fee / account holder | $19,299 | $10,886+77.3% | $8,020+140.6% | $10,885+77.3% |