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 | $127,102 | $105,998+19.9% | $92,233+37.8% | $147,584-13.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.47% | 50.05%-36.6pp | 176.28%-162.8pp | 578.55%-565.1pp |
| Employer contribution / active EE | $3,172 | $4,333-26.8% | $3,679-13.8% | $4,876-34.9% |
| Participant deferral / active EE | $16,333 | $4,478+264.7% | $3,897+319.1% | $5,439+200.3% |
| Admin fee / account holder | $388 | $6,332-93.9% | $5,194-92.5% | $10,885-96.4% |