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 | $115,669 | $180,449-35.9% | $154,107-24.9% | $135,375-14.6% |
| Participation rate | 95.7% | 87.4%+8.2pp | 83.0%+12.6pp | 82.6%+13.0pp |
| Annual return | -2.52% | 888.09%-890.6pp | 735.12%-737.6pp | 519.73%-522.3pp |
| Employer contribution / active EE | $9,146 | $6,035+51.5% | $5,298+72.6% | $4,779+91.4% |
| Participant deferral / active EE | $9,402 | $5,806+61.9% | $5,081+85.1% | $5,609+67.6% |
| Admin fee / account holder | $11,350 | $16,143-29.7% | $13,411-15.4% | $10,827+4.8% |