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 5-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 | $118,151 | $100,773+17.2% | $88,946+32.8% | $142,382-17.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 109.75% | 70.18%+39.6pp | 57.82%+51.9pp | 217.08%-107.3pp |
| Employer contribution / active EE | $2,660 | $2,918-8.8% | $2,555+4.1% | $4,299-38.1% |
| Participant deferral / active EE | $6,720 | $5,230+28.5% | $4,581+46.7% | $6,507+3.3% |
| Admin fee / account holder | $1,289 | $9,693-86.7% | $8,261-84.4% | $12,624-89.8% |