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 | $136,833 | $124,185+10.2% | $108,410+26.2% | $167,490-18.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 16.05% | 1379.64%-1363.6pp | 905.27%-889.2pp | 478.56%-462.5pp |
| Employer contribution / active EE | $3,755 | $4,187-10.3% | $3,558+5.5% | $4,837-22.4% |
| Participant deferral / active EE | $9,274 | $6,908+34.2% | $6,563+41.3% | $6,341+46.2% |
| Admin fee / account holder | $1,805 | $9,455-80.9% | $7,295-75.3% | $12,309-85.3% |