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 | $125,130 | $210,648-40.6% | $177,989-29.7% | $145,922-14.2% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 25.62% | 385.86%-360.2pp | 294.48%-268.9pp | 561.29%-535.7pp |
| Employer contribution / active EE | $7,802 | $4,565+70.9% | $3,949+97.6% | $4,660+67.4% |
| Participant deferral / active EE | $11,603 | $6,958+66.8% | $6,276+84.9% | $6,688+73.5% |
| Admin fee / account holder | $18,300 | $12,013+52.3% | $10,363+76.6% | $13,397+36.6% |