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 | $122,186 | $144,119-15.2% | $117,854+3.7% | $147,584-17.2% |
| Participation rate | 94.7% | 83.4%+11.3pp | 79.7%+15.1pp | 82.8%+11.9pp |
| Annual return | 22.22% | 531.15%-508.9pp | 335.08%-312.9pp | 578.55%-556.3pp |
| Employer contribution / active EE | $5,126 | $4,896+4.7% | $3,786+35.4% | $4,876+5.1% |
| Participant deferral / active EE | $7,966 | $5,316+49.9% | $4,482+77.7% | $5,439+46.5% |
| Admin fee / account holder | $2,263 | $10,886-79.2% | $8,020-71.8% | $10,885-79.2% |