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 | $152,129 | $183,963-17.3% | $162,163-6.2% | $152,861-0.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 28.09% | 150.76%-122.7pp | 115.59%-87.5pp | 345.32%-317.2pp |
| Employer contribution / active EE | $4,433 | $6,371-30.4% | $5,614-21.0% | $4,762-6.9% |
| Participant deferral / active EE | $10,254 | $8,034+27.6% | $7,298+40.5% | $5,850+75.3% |
| Admin fee / account holder | $12,768 | $13,121-2.7% | $10,843+17.8% | $11,596+10.1% |