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 | $121,264 | $160,055-24.2% | $140,016-13.4% | $135,375-10.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 5.74% | 911.38%-905.6pp | 651.12%-645.4pp | 519.73%-514.0pp |
| Employer contribution / active EE | $10,374 | $6,420+61.6% | $5,606+85.1% | $4,779+117.1% |
| Participant deferral / active EE | $10,811 | $7,642+41.5% | $6,927+56.1% | $5,609+92.8% |
| Admin fee / account holder | $1,934 | $13,328-85.5% | $10,705-81.9% | $10,827-82.1% |