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 | $130,372 | $107,334+21.5% | $92,893+40.3% | $152,861-14.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 16.70% | 145.58%-128.9pp | 109.41%-92.7pp | 345.32%-328.6pp |
| Employer contribution / active EE | $6,096 | $4,221+44.4% | $3,653+66.9% | $4,762+28.0% |
| Participant deferral / active EE | $1,336 | $4,845-72.4% | $4,236-68.5% | $5,850-77.2% |
| Admin fee / account holder | $1,295 | $7,079-81.7% | $5,794-77.6% | $11,596-88.8% |