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 | $92,754 | $114,047-18.7% | $96,139-3.5% | $167,490-44.6% |
| Participation rate | 86.4% | 75.1%+11.3pp | 68.4%+17.9pp | 82.1%+4.3pp |
| Annual return | 14.33% | 189.88%-175.5pp | 191.94%-177.6pp | 478.56%-464.2pp |
| Employer contribution / active EE | $2,199 | $3,427-35.8% | $2,797-21.4% | $4,837-54.5% |
| Participant deferral / active EE | $4,437 | $5,194-14.6% | $4,349+2.0% | $6,341-30.0% |
| Admin fee / account holder | $857 | $6,897-87.6% | $5,537-84.5% | $12,309-93.0% |